Richards Benefits & Financial Servi
Beaver Dam, WI
Richards Benefits & Financial Servi of Beaver Dam, WI is the broker of record on 6 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $129,954 in reported broker commissions (plan year 2025).
Quick answer
Richards Benefits & Financial Servi (Beaver Dam, WI) 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 Richards Benefits & Financial Servi have?
- Richards Benefits & Financial Servi is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
- Who are Richards Benefits & Financial Servi's largest employer clients?
- By plan participants, the largest include Acec Life/Health Insurance Trust Benefit Consortium (35,697 participants), Prairie Ridge Health (332 participants) and Veterans Truck Line, Inc. (116 participants).
- How much does Richards Benefits & Financial Servi earn in commissions?
- Insurers reported $129,954 in broker commissions and $212,293 in fees paid to Richards Benefits & Financial Servi for plan year 2025, per Schedule A Part 1.
- Where is Richards Benefits & Financial Servi located?
- Richards Benefits & Financial Servi is based in Beaver Dam, WI and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Richards Benefits & Financial Servi 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 |
|---|---|---|---|
| Acec Life/Health Insurance Trust Benefit Consortium | TX | 35,697 | 2025-12-31 |
| Prairie Ridge Health | WI | 332 | 2025-03-31 |
| Veterans Truck Line, Inc. | WI | 116 | 2025-12-31 |
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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.