M3 Insurance Services Inc
Madison, WI
M3 Insurance Services Inc of Madison, WI is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $56,525 in reported broker commissions (plan year 2025).
Quick answer
M3 Insurance Services Inc (Madison, WI) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does M3 Insurance Services Inc have?
- M3 Insurance Services Inc is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are M3 Insurance Services Inc's largest employer clients?
- By plan participants, the largest include Credit Union National Association, Inc. Dba America'S Credit Unions (248 participants) and Omega Enterprises, Inc. (147 participants).
- How much does M3 Insurance Services Inc earn in commissions?
- Insurers reported $56,525 in broker commissions paid to M3 Insurance Services Inc for plan year 2025, per Schedule A Part 1.
- Where is M3 Insurance Services Inc located?
- M3 Insurance Services Inc is based in Madison, WI.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming M3 Insurance Services Inc 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 |
|---|---|---|---|
| Credit Union National Association, Inc. Dba America'S Credit Unions | WI | 248 | 2025-12-31 |
| Omega Enterprises, Inc. | WI | 147 | 2024-12-31 |
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Other benefits brokers in Wisconsin
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- Northwestern Mutual Investment Serv: 161 employer clients, $4,569,299 reported commissions (Milwaukee)
- 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)
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- 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)
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.