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Benefits Intelligence/Broker Directory/Wisconsin

Julie Roadfeldt

Saint Croix, WI

Julie Roadfeldt of Saint Croix, WI is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans across 2 states, with $43 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
2
Reported commissions
$43
plan year 2025

Employer clients

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

EmployerStateParticipantsPlan year end
Ucare MinnesotaVA1,4822025-12-31
Ucare MinnesotaMN02024-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.