How many employer clients does Vizance, Inc. have?

Vizance, Inc. is named as broker on Form 5500 Schedule A filings for 30 distinct plan sponsors in 2 states.

Who are Vizance, Inc.'s largest employer clients?

By plan participants, the largest include The Boucher Group, Inc. (1,167 participants), Ixonia Bank (612 participants) and Steinhafels, Inc. (486 participants).

How much does Vizance, Inc. earn in commissions?

Insurers reported $488,781 in broker commissions and $71,437 in fees paid to Vizance, Inc. for plan year 2025, per Schedule A Part 1.

Where is Vizance, Inc. located?

Vizance, Inc. is based in Hartland, WI and has employer clients in 2 states.

How does Vizance, Inc. rank among benefits brokers in Wisconsin?

Vizance, Inc. ranks #20 by employer clients among the 50 most active benefits brokers based in Wisconsin.

Benefits Intelligence/Broker Directory/Wisconsin

Vizance, Inc.

Hartland, WI

Vizance, Inc. of Hartland, WI is the broker of record on 43 Form 5500 Schedule A filings covering 30 employer benefit plans across 2 states, with $488,781 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$488,781

plan year 2025

Reported fees

$71,437

Quick answer

Vizance, Inc. (Hartland, WI) is the broker of record for 30 employer benefit plan sponsors on 43 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Vizance, Inc. have?: Vizance, Inc. is named as broker on Form 5500 Schedule A filings for 30 distinct plan sponsors in 2 states.
Who are Vizance, Inc.'s largest employer clients?: By plan participants, the largest include The Boucher Group, Inc. (1,167 participants), Ixonia Bank (612 participants) and Steinhafels, Inc. (486 participants).
How much does Vizance, Inc. earn in commissions?: Insurers reported $488,781 in broker commissions and $71,437 in fees paid to Vizance, Inc. for plan year 2025, per Schedule A Part 1.
Where is Vizance, Inc. located?: Vizance, Inc. is based in Hartland, WI and has employer clients in 2 states.
How does Vizance, Inc. rank among benefits brokers in Wisconsin?: Vizance, Inc. ranks #20 by employer clients among the 50 most active benefits brokers based in Wisconsin.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Vizance, 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
The Boucher Group, Inc.	WI	1,167	2025-12-31
Ixonia Bank	WI	612	2024-12-31
Steinhafels, Inc.	WI	486	2025-06-30

27 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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Northwestern Mutual Investment: 49 employer clients, $2,207,992 reported commissions (Milwaukee)

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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.