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Benefits Intelligence/Broker Directory/Wisconsin

The Mcclone Agency Inc.

Menasha, WI

The Mcclone Agency Inc. of Menasha, WI is the broker of record on 8 Form 5500 Schedule A filings covering 6 employer benefit plans, with $191,526 in reported broker commissions (plan year 2025).

Employer clients
6
distinct plan sponsors
Schedule A filings
8
States served
1
Reported commissions
$191,526
plan year 2025
Reported fees
$215,582

Quick answer

The Mcclone Agency Inc. (Menasha, WI) is the broker of record for 6 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does The Mcclone Agency Inc. have?
The Mcclone Agency Inc. is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors.
Who are The Mcclone Agency Inc.'s largest employer clients?
By plan participants, the largest include Belmark Inc (1,186 participants), St. Augustine Preparatory Academy, Inc. (279 participants) and Tigre Usa, Inc. (241 participants).
How much does The Mcclone Agency Inc. earn in commissions?
Insurers reported $191,526 in broker commissions and $215,582 in fees paid to The Mcclone Agency Inc. for plan year 2025, per Schedule A Part 1.
Where is The Mcclone Agency Inc. located?
The Mcclone Agency Inc. is based in Menasha, WI.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming The Mcclone 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
Belmark IncWI1,1862025-12-31
St. Augustine Preparatory Academy, Inc.WI2792025-06-30
Tigre Usa, Inc.WI2412025-12-31
3 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.