The Holter Agency Inc
Milwaukee, WI
The Holter Agency Inc of Milwaukee, WI is the broker of record on 4 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $22,075 in reported broker commissions (plan year 2024).
Quick answer
The Holter Agency Inc (Milwaukee, WI) is the broker of record for 4 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does The Holter Agency Inc have?
- The Holter Agency Inc is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.
- Who are The Holter Agency Inc's largest employer clients?
- By plan participants, the largest include Wisconsin Electrical Employees Health And Welfare Plan (4,855 participants), Michael Best & Friedrich LLP (691 participants) and Dedicated Computing LLC (135 participants).
- How much does The Holter Agency Inc earn in commissions?
- Insurers reported $22,075 in broker commissions and $2,649 in fees paid to The Holter Agency Inc for plan year 2024, per Schedule A Part 1.
- Where is The Holter Agency Inc located?
- The Holter Agency Inc is based in Milwaukee, WI and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming The Holter Agency 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 |
|---|---|---|---|
| Wisconsin Electrical Employees Health And Welfare Plan | WI | 4,855 | 2024-12-31 |
| Michael Best & Friedrich LLP | WI | 691 | 2024-12-31 |
| Dedicated Computing LLC | WI | 135 | 2024-12-31 |
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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.