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Benefits Intelligence/Broker Directory/Wisconsin

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).

Employer clients
4
distinct plan sponsors
Schedule A filings
4
States served
2
Reported commissions
$22,075
plan year 2024
Reported fees
$2,649

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.

EmployerStateParticipantsPlan year end
Wisconsin Electrical Employees Health And Welfare PlanWI4,8552024-12-31
Michael Best & Friedrich LLPWI6912024-12-31
Dedicated Computing LLCWI1352024-12-31
1 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.