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Benefits Intelligence/Broker Directory/Minnesota

Wells Fargo Advisors Ins Agency LLC

Maple Grove, MN

Wells Fargo Advisors Ins Agency LLC of Maple Grove, MN is the broker of record on 148 Form 5500 Schedule A filings covering 86 employer benefit plans across 31 states, with $3,600,881 in reported broker commissions (plan year 2025).

Employer clients
86
distinct plan sponsors
Schedule A filings
148
States served
31
Reported commissions
$3,600,881
plan year 2025
Reported fees
$5,266

Quick answer

Wells Fargo Advisors Ins Agency LLC (Maple Grove, MN) is the broker of record for 86 employer benefit plan sponsors on 148 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Wells Fargo Advisors Ins Agency LLC have?
Wells Fargo Advisors Ins Agency LLC is named as broker on Form 5500 Schedule A filings for 86 distinct plan sponsors in 31 states.
Who are Wells Fargo Advisors Ins Agency LLC's largest employer clients?
By plan participants, the largest include Futureplan Fiduciary Services, LLC (196,164 participants), Principal Life Insurance Company (161,040 participants) and Wake Forest University Baptist Medical Center (24,482 participants).
How much does Wells Fargo Advisors Ins Agency LLC earn in commissions?
Insurers reported $3.6 million in broker commissions and $5,266 in fees paid to Wells Fargo Advisors Ins Agency LLC for plan year 2025, per Schedule A Part 1.
Where is Wells Fargo Advisors Ins Agency LLC located?
Wells Fargo Advisors Ins Agency LLC is based in Maple Grove, MN and has employer clients in 31 states.
How does Wells Fargo Advisors Ins Agency LLC rank among benefits brokers in Minnesota?
Wells Fargo Advisors Ins Agency LLC ranks #17 by employer clients among the 50 most active benefits brokers based in Minnesota.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Wells Fargo Advisors Ins Agency LLC 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
Futureplan Fiduciary Services, LLCMA196,1642025-12-31
Principal Life Insurance CompanyIA161,0402024-12-31
Wake Forest University Baptist Medical CenterNC24,4822025-12-31
83 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.