How many employer clients does Wendy L Swartz have?

Wendy L Swartz is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 2 states.

Who are Wendy L Swartz's largest employer clients?

By plan participants, the largest include Mg Oil Company (650 participants), Rapid City Medical Center, LLP (346 participants) and Menholt Automotive Group (332 participants).

How much does Wendy L Swartz earn in commissions?

Insurers reported $48,185 in broker commissions and $1,860 in fees paid to Wendy L Swartz for plan year 2025, per Schedule A Part 1.

Where is Wendy L Swartz located?

Wendy L Swartz is based in Rapid City, SD and has employer clients in 2 states.

How does Wendy L Swartz rank among benefits brokers in South Dakota?

Wendy L Swartz ranks #41 by employer clients among the 50 most active benefits brokers based in South Dakota.

Benefits Intelligence/Broker Directory/South Dakota

Wendy L Swartz

Rapid City, SD

Wendy L Swartz of Rapid City, SD is the broker of record on 9 Form 5500 Schedule A filings covering 6 employer benefit plans across 2 states, with $48,185 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$48,185

plan year 2025

Reported fees

$1,860

Quick answer

Wendy L Swartz (Rapid City, SD) is the broker of record for 6 employer benefit plan sponsors on 9 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Wendy L Swartz have?: Wendy L Swartz is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 2 states.
Who are Wendy L Swartz's largest employer clients?: By plan participants, the largest include Mg Oil Company (650 participants), Rapid City Medical Center, LLP (346 participants) and Menholt Automotive Group (332 participants).
How much does Wendy L Swartz earn in commissions?: Insurers reported $48,185 in broker commissions and $1,860 in fees paid to Wendy L Swartz for plan year 2025, per Schedule A Part 1.
Where is Wendy L Swartz located?: Wendy L Swartz is based in Rapid City, SD and has employer clients in 2 states.
How does Wendy L Swartz rank among benefits brokers in South Dakota?: Wendy L Swartz ranks #41 by employer clients among the 50 most active benefits brokers based in South Dakota.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Wendy L Swartz 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
Mg Oil Company	SD	650	2025-12-31
Rapid City Medical Center, LLP	SD	346	2025-12-31
Menholt Automotive Group	MT	332	2025-12-31

3 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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Other benefits brokers in South Dakota

Aws Inc: 20 employer clients, $41,623 reported commissions (Sioux Falls)
Jolynne M Mack: 18 employer clients, $5,609 reported commissions (Watertown)
Tracy L Hostler: 18 employer clients, $15,172 reported commissions (Brookings)
Michael D Evans Jr: 18 employer clients, $3,273 reported commissions (Watertown)
Michael J Tomlinson: 17 employer clients, $2,200 reported commissions (Watertown)
David P Aesoph: 15 employer clients, $1,199 reported commissions (Sioux Falls)
Amber Marie Lind: 10 employer clients, $26,627 reported commissions (Rapid City)
Acripoint LLC: 12 employer clients, $221,983 reported commissions (Pierre)

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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.