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Benefits Intelligence/Broker Directory/Wisconsin

Robertson Ryan & Assoc

Milwaukee, WI

Robertson Ryan & Assoc of Milwaukee, WI is the broker of record on 6 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $75,217 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
6
States served
2
Reported commissions
$75,217
plan year 2025

Quick answer

Robertson Ryan & Assoc (Milwaukee, 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 Robertson Ryan & Assoc have?
Robertson Ryan & Assoc is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.
Who are Robertson Ryan & Assoc's largest employer clients?
By plan participants, the largest include Pomps Tire Service Inc (4,710 participants), Board Of Trustees Of The Wisconsin Health Fund (1,464 participants) and Sixteenth Street Community Health Centers (298 participants).
How much does Robertson Ryan & Assoc earn in commissions?
Insurers reported $75,217 in broker commissions paid to Robertson Ryan & Assoc for plan year 2025, per Schedule A Part 1.
Where is Robertson Ryan & Assoc located?
Robertson Ryan & Assoc is based in Milwaukee, WI and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Robertson Ryan & Assoc 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
Pomps Tire Service IncWI4,7102024-12-31
Board Of Trustees Of The Wisconsin Health FundWI1,4642025-12-31
Sixteenth Street Community Health CentersWI2982025-03-31
1 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.