How many employer clients does M 3 Financial LLC have?

M 3 Financial LLC is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.

Who are M 3 Financial LLC's largest employer clients?

By plan participants, the largest include The Marcus Corporation (2,657 participants), Placon Corporation (653 participants) and Mason Companies, Inc. (320 participants).

How much does M 3 Financial LLC earn in commissions?

Insurers reported $5,207 in broker commissions paid to M 3 Financial LLC for plan year 2025, per Schedule A Part 1.

Where is M 3 Financial LLC located?

M 3 Financial LLC is based in Madison, WI.

Benefits Intelligence/Broker Directory/Wisconsin

M 3 Financial LLC

Madison, WI

M 3 Financial LLC of Madison, WI is the broker of record on 4 Form 5500 Schedule A filings covering 4 employer benefit plans, with $5,207 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$5,207

plan year 2025

Quick answer

M 3 Financial LLC (Madison, WI) is the broker of record for 4 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does M 3 Financial LLC have?: M 3 Financial LLC is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
Who are M 3 Financial LLC's largest employer clients?: By plan participants, the largest include The Marcus Corporation (2,657 participants), Placon Corporation (653 participants) and Mason Companies, Inc. (320 participants).
How much does M 3 Financial LLC earn in commissions?: Insurers reported $5,207 in broker commissions paid to M 3 Financial LLC for plan year 2025, per Schedule A Part 1.
Where is M 3 Financial LLC located?: M 3 Financial LLC is based in Madison, WI.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming M 3 Financial LLC 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
The Marcus Corporation	WI	2,657	2025-12-31
Placon Corporation	WI	653	2025-12-31
Mason Companies, Inc.	WI	320	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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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.