Third Coast Advisors Inc
Pewaukee, WI
Third Coast Advisors Inc of Pewaukee, WI is the broker of record on 19 Form 5500 Schedule A filings covering 13 employer benefit plans across 3 states, with $9,690 in reported broker commissions (plan year 2025).
Quick answer
Third Coast Advisors Inc (Pewaukee, WI) is the broker of record for 13 employer benefit plan sponsors on 19 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Third Coast Advisors Inc have?
- Third Coast Advisors Inc is named as broker on Form 5500 Schedule A filings for 13 distinct plan sponsors in 3 states.
- Who are Third Coast Advisors Inc's largest employer clients?
- By plan participants, the largest include J. J. Keller & Assocaites, Inc. (1,632 participants), 41 Management, Dba Encore Senior Living (868 participants) and Integro Asset Management, LLC (702 participants).
- How much does Third Coast Advisors Inc earn in commissions?
- Insurers reported $9,690 in broker commissions and $5,444 in fees paid to Third Coast Advisors Inc for plan year 2025, per Schedule A Part 1.
- Where is Third Coast Advisors Inc located?
- Third Coast Advisors Inc is based in Pewaukee, WI and has employer clients in 3 states.
- How does Third Coast Advisors Inc rank among benefits brokers in Wisconsin?
- Third Coast Advisors Inc ranks #41 by employer clients among the 50 most active benefits brokers based in Wisconsin.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Third Coast Advisors 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 |
|---|---|---|---|
| J. J. Keller & Assocaites, Inc. | WI | 1,632 | 2025-12-31 |
| 41 Management, Dba Encore Senior Living | IL | 868 | 2025-12-31 |
| Integro Asset Management, LLC | IA | 702 | 2024-07-31 |
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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.