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Benefits Intelligence/Broker Directory/Michigan

Wells Fargo Insurance Agency

Grand Rapids, MI

Wells Fargo Insurance Agency of Grand Rapids, MI is the broker of record on 57 Form 5500 Schedule A filings covering 21 employer benefit plans across 9 states, with $890,904 in reported broker commissions (plan year 2020).

Employer clients
21
distinct plan sponsors
Schedule A filings
57
States served
9
Reported commissions
$890,904
plan year 2020
Reported fees
$60,576

Employer clients

Plan sponsors naming Wells Fargo Insurance Agency 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
Ruiz Food Products, Inc. 401(K) Profit Sharing PlanCA2,1262020-12-31
Holland Community HospitalMI1,5852015-03-31
Dakkota Integrated SystemsMI1,0812010-12-31
18 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.