Tricor LLC
Lancaster, WI
Tricor LLC of Lancaster, WI is the broker of record on 44 Form 5500 Schedule A filings covering 23 employer benefit plans across 4 states, with $1,271,780 in reported broker commissions (plan year 2025).
Quick answer
Tricor LLC (Lancaster, WI) is the broker of record for 23 employer benefit plan sponsors on 44 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Tricor LLC have?
- Tricor LLC is named as broker on Form 5500 Schedule A filings for 23 distinct plan sponsors in 4 states.
- Who are Tricor LLC's largest employer clients?
- By plan participants, the largest include Beloit Health System, Inc. (1,123 participants), Board Of Trustees Of Madison Area Construction Employees Trust - Healt (859 participants) and United Alloy, Inc. (853 participants).
- How much does Tricor LLC earn in commissions?
- Insurers reported $1.3 million in broker commissions and $31,847 in fees paid to Tricor LLC for plan year 2025, per Schedule A Part 1.
- Where is Tricor LLC located?
- Tricor LLC is based in Lancaster, WI and has employer clients in 4 states.
- How does Tricor LLC rank among benefits brokers in Wisconsin?
- Tricor LLC ranks #23 by employer clients among the 50 most active benefits brokers based in Wisconsin.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Tricor LLC 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 |
|---|---|---|---|
| Beloit Health System, Inc. | WI | 1,123 | 2025-12-31 |
| Board Of Trustees Of Madison Area Construction Employees Trust - Healt | WI | 859 | 2025-12-31 |
| United Alloy, Inc. | WI | 853 | 2025-08-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Wisconsin
- M3 Insurance Solutions Inc: 342 employer clients, $22,402,107 reported commissions (Madison)
- Northwestern Mutual Investment Serv: 161 employer clients, $4,569,299 reported commissions (Milwaukee)
- Umr Inc: 127 employer clients, $815,854 reported commissions (Wausau)
- R&R Insurance Services Inc.: 88 employer clients, $2,192,833 reported commissions (Waukesha)
- The Retirement Advantage Inc: 88 employer clients, $30,791 reported commissions (Appleton)
- Hausmann Group Inc: 65 employer clients, $2,992,894 reported commissions (Madison)
- Baird Insurance Services Inc: 50 employer clients, $5,114,532 reported commissions (Milwaukee)
- Northwestern Mutual Investment: 49 employer clients, $2,207,992 reported commissions (Milwaukee)
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.