How many employer clients does Pension Consultants Co., Inc. have?

Pension Consultants Co., Inc. is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 2 states.

Who are Pension Consultants Co., Inc.'s largest employer clients?

By plan participants, the largest include Milk Source, LLC (394 participants), St. Augustine Preparatory Academy, Inc. (275 participants) and Superior Insurance Partners, LLC (246 participants).

How much does Pension Consultants Co., Inc. earn in commissions?

Insurers reported $3,901 in broker commissions and $21,947 in fees paid to Pension Consultants Co., Inc. for plan year 2025, per Schedule A Part 1.

Where is Pension Consultants Co., Inc. located?

Pension Consultants Co., Inc. is based in De Pere, WI and has employer clients in 2 states.

Benefits Intelligence/Broker Directory/Wisconsin

Pension Consultants Co., Inc.

De Pere, WI

Pension Consultants Co., Inc. of De Pere, WI is the broker of record on 8 Form 5500 Schedule A filings covering 5 employer benefit plans across 2 states, with $3,901 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$3,901

plan year 2025

Reported fees

$21,947

Quick answer

Pension Consultants Co., Inc. (De Pere, WI) is the broker of record for 5 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Pension Consultants Co., Inc. have?: Pension Consultants Co., Inc. is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 2 states.
Who are Pension Consultants Co., Inc.'s largest employer clients?: By plan participants, the largest include Milk Source, LLC (394 participants), St. Augustine Preparatory Academy, Inc. (275 participants) and Superior Insurance Partners, LLC (246 participants).
How much does Pension Consultants Co., Inc. earn in commissions?: Insurers reported $3,901 in broker commissions and $21,947 in fees paid to Pension Consultants Co., Inc. for plan year 2025, per Schedule A Part 1.
Where is Pension Consultants Co., Inc. located?: Pension Consultants Co., Inc. is based in De Pere, WI and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Pension Consultants Co., 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
Milk Source, LLC	WI	394	2025-12-31
St. Augustine Preparatory Academy, Inc.	WI	275	2025-06-30
Superior Insurance Partners, LLC	IL	246	2024-12-31

2 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.