How many employer clients does Premier Retirement Partners have?

Premier Retirement Partners is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 3 states.

Who are Premier Retirement Partners's largest employer clients?

By plan participants, the largest include Wilderness Hotel & Resort, Inc. (1,020 participants) and Trapper'S Sushi, Inc. (227 participants).

How much does Premier Retirement Partners earn in commissions?

Insurers reported $23,462 in broker commissions and $18,432 in fees paid to Premier Retirement Partners for plan year 2025, per Schedule A Part 1.

Where is Premier Retirement Partners located?

Premier Retirement Partners is based in Madison, WI and has employer clients in 3 states.

Benefits Intelligence/Broker Directory/Wisconsin

Premier Retirement Partners

Madison, WI

Premier Retirement Partners of Madison, WI is the broker of record on 6 Form 5500 Schedule A filings covering 4 employer benefit plans across 3 states, with $23,462 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$23,462

plan year 2025

Reported fees

$18,432

Quick answer

Premier Retirement Partners (Madison, WI) is the broker of record for 4 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Premier Retirement Partners have?: Premier Retirement Partners is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 3 states.
Who are Premier Retirement Partners's largest employer clients?: By plan participants, the largest include Wilderness Hotel & Resort, Inc. (1,020 participants) and Trapper'S Sushi, Inc. (227 participants).
How much does Premier Retirement Partners earn in commissions?: Insurers reported $23,462 in broker commissions and $18,432 in fees paid to Premier Retirement Partners for plan year 2025, per Schedule A Part 1.
Where is Premier Retirement Partners located?: Premier Retirement Partners is based in Madison, WI and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Premier Retirement Partners 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
Wilderness Hotel & Resort, Inc.	WI	1,020	2025-12-31
Trapper'S Sushi, Inc.	WA	227	2025-12-31

2 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

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 month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start now Book a 15-min walkthrough

Other benefits brokers in Wisconsin

M3 Insurance Solutions Inc: 342 employer clients, $22,402,107 reported commissions (Madison)
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)
Hausmann Group Inc: 65 employer clients, $2,992,894 reported commissions (Madison)
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)

All brokers in Wisconsin →

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.