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Benefits Intelligence/Broker Directory/Wisconsin

Milwaukee Regional Office

Milwaukee, WI

Milwaukee Regional Office of Milwaukee, WI is the broker of record on 11 Form 5500 Schedule A filings covering 9 employer benefit plans across 2 states, with $0 in reported broker commissions (plan year 2025).

Employer clients
9
distinct plan sponsors
Schedule A filings
11
States served
2
Reported commissions
$0
plan year 2025
Reported fees
$23,295

Employer clients

Plan sponsors naming Milwaukee Regional Office 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
Goodwill Industries Of The HeaIA1,0802025-06-30
Wisconsin Community ServicesWI6542024-12-31
Dane County Parent Council, Inc.WI3842024-12-31
6 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.

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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.