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Benefits Intelligence/Broker Directory/Missouri

Wallstreet Financial Grp Inc

Jefferson City, MO

Wallstreet Financial Grp Inc of Jefferson City, MO is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans, with $30,775 in reported broker commissions (plan year 2017).

Employer clients
3
distinct plan sponsors
Schedule A filings
5
States served
1
Reported commissions
$30,775
plan year 2017
Reported fees
$2,887

Employer clients

Plan sponsors naming Wallstreet Financial Grp 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
Health Systems, IncMO3,7662017-06-30
Juckette Management Services Senior Living IncMO1442017-12-31
Northwest Medical Center AssociationMO1312014-12-31

Know 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.

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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.