How many employer clients does Julie A Mann have?

Julie A Mann is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.

Who are Julie A Mann's largest employer clients?

By plan participants, the largest include Van Wall Equipment, Inc (751 participants), Thompson Solutions Group (243 participants) and Groschopp Incorporated (120 participants).

How much does Julie A Mann earn in commissions?

Insurers reported $7,337 in broker commissions and $252 in fees paid to Julie A Mann for plan year 2025, per Schedule A Part 1.

Where is Julie A Mann located?

Julie A Mann is based in Sioux City, IA.

Benefits Intelligence/Broker Directory/Iowa

Julie A Mann

Sioux City, IA

Julie A Mann of Sioux City, IA is the broker of record on 7 Form 5500 Schedule A filings covering 4 employer benefit plans, with $7,337 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$7,337

plan year 2025

Reported fees

$252

Quick answer

Julie A Mann (Sioux City, IA) is the broker of record for 4 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Julie A Mann have?: Julie A Mann is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
Who are Julie A Mann's largest employer clients?: By plan participants, the largest include Van Wall Equipment, Inc (751 participants), Thompson Solutions Group (243 participants) and Groschopp Incorporated (120 participants).
How much does Julie A Mann earn in commissions?: Insurers reported $7,337 in broker commissions and $252 in fees paid to Julie A Mann for plan year 2025, per Schedule A Part 1.
Where is Julie A Mann located?: Julie A Mann is based in Sioux City, IA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Julie A Mann on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
Van Wall Equipment, Inc	IA	751	2024-12-31
Thompson Solutions Group	IA	243	2025-12-31
Groschopp Incorporated	IA	120	2025-12-31

1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Tbs Agency Inc: 126 employer clients, $4,114,740 reported commissions (Fairfield)
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.