How many employer clients does Katie Austin Selz have?

Katie Austin Selz is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.

Who are Katie Austin Selz's largest employer clients?

By plan participants, the largest include Fsi, Inc. (498 participants), Clark Business Solutions (159 participants) and Epic3, Inc. (115 participants).

How much does Katie Austin Selz earn in commissions?

Insurers reported $18,868 in broker commissions and $3,486 in fees paid to Katie Austin Selz for plan year 2025, per Schedule A Part 1.

Where is Katie Austin Selz located?

Katie Austin Selz is based in Windsor, WI.

Benefits Intelligence/Broker Directory/Wisconsin

Katie Austin Selz

Windsor, WI

Katie Austin Selz of Windsor, WI is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans, with $18,868 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$18,868

plan year 2025

Reported fees

$3,486

Quick answer

Katie Austin Selz (Windsor, WI) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Katie Austin Selz have?: Katie Austin Selz is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Katie Austin Selz's largest employer clients?: By plan participants, the largest include Fsi, Inc. (498 participants), Clark Business Solutions (159 participants) and Epic3, Inc. (115 participants).
How much does Katie Austin Selz earn in commissions?: Insurers reported $18,868 in broker commissions and $3,486 in fees paid to Katie Austin Selz for plan year 2025, per Schedule A Part 1.
Where is Katie Austin Selz located?: Katie Austin Selz is based in Windsor, WI.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Katie Austin Selz 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
Fsi, Inc.	WI	498	2025-12-31
Clark Business Solutions	WI	159	2026-01-31
Epic3, Inc.	WI	115	2025-12-31

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Other benefits brokers in Wisconsin

M3 Insurance Solutions Inc: 342 employer clients, $22,402,107 reported commissions (Madison)
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Umr Inc: 127 employer clients, $815,854 reported commissions (Wausau)
R&R Insurance Services Inc.: 88 employer clients, $2,192,833 reported commissions (Waukesha)
The Retirement Advantage Inc: 88 employer clients, $30,791 reported commissions (Appleton)
Hausmann Group Inc: 65 employer clients, $2,992,894 reported commissions (Madison)
Baird Insurance Services Inc: 50 employer clients, $5,114,532 reported commissions (Milwaukee)
Northwestern Mutual Investment: 49 employer clients, $2,207,992 reported commissions (Milwaukee)

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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.