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Benefits Intelligence/Broker Directory/Idaho

Mml Investor Services-Frank Erstad

Boise, ID

Mml Investor Services-Frank Erstad of Boise, ID is the broker of record on 6 Form 5500 Schedule A filings covering 3 employer benefit plans, with $75,532 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
6
States served
1
Reported commissions
$75,532
plan year 2025

Quick answer

Mml Investor Services-Frank Erstad (Boise, ID) is the broker of record for 3 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Mml Investor Services-Frank Erstad have?
Mml Investor Services-Frank Erstad is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Mml Investor Services-Frank Erstad's largest employer clients?
By plan participants, the largest include Pioneer Federal Credit Union (179 participants), Blue Sky Construction LLC (74 participants) and Erstad Architects (18 participants).
How much does Mml Investor Services-Frank Erstad earn in commissions?
Insurers reported $75,532 in broker commissions paid to Mml Investor Services-Frank Erstad for plan year 2025, per Schedule A Part 1.
Where is Mml Investor Services-Frank Erstad located?
Mml Investor Services-Frank Erstad is based in Boise, ID.
How does Mml Investor Services-Frank Erstad rank among benefits brokers in Idaho?
Mml Investor Services-Frank Erstad ranks #49 by employer clients among the 50 most active benefits brokers based in Idaho.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Mml Investor Services-Frank Erstad 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
Pioneer Federal Credit UnionID1792025-12-31
Blue Sky Construction LLCID742025-12-31
Erstad ArchitectsID182025-12-31

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Other benefits brokers in Idaho

  • Castle Lake Insurance LLC: 13 employer clients, $566,997 reported commissions (Idaho Falls)
  • Holly Kristine Hall: 16 employer clients, $184,019 reported commissions (Hayden)
  • Jeremy L Tomlinson: 14 employer clients, $1,528 reported commissions (Boise)
  • Advanced Benefit, Inc.: 13 employer clients, $267,680 reported commissions (Coeur D Alene)
  • Chad Murray: 7 employer clients, $164,213 reported commissions (Coeur D Alene)
  • Ronny Ann Warner: 15 employer clients, $27,683 reported commissions (Kuna)
  • Benefits2 Administrators LLC: 9 employer clients (Meridian)
  • Denise A Maxwell: 13 employer clients, $6,162 reported commissions (Meridian)

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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.