Wheeler Financial Services Inc
Duluth, MN
Wheeler Financial Services Inc of Duluth, MN is the broker of record on 6 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $138,101 in reported broker commissions (plan year 2025).
Quick answer
Wheeler Financial Services Inc (Duluth, MN) is the broker of record for 3 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Wheeler Financial Services Inc have?
- Wheeler Financial Services Inc is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
- Who are Wheeler Financial Services Inc's largest employer clients?
- By plan participants, the largest include Granicus, LLC (969 participants), Amsoil Inc. (529 participants) and Stellis Health, P.A. (193 participants).
- How much does Wheeler Financial Services Inc earn in commissions?
- Insurers reported $138,101 in broker commissions and $13,343 in fees paid to Wheeler Financial Services Inc for plan year 2025, per Schedule A Part 1.
- Where is Wheeler Financial Services Inc located?
- Wheeler Financial Services Inc is based in Duluth, MN and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Wheeler Financial Services 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 |
|---|---|---|---|
| Granicus, LLC | DC | 969 | 2025-12-31 |
| Amsoil Inc. | WI | 529 | 2025-12-31 |
| Stellis Health, P.A. | MN | 193 | 2025-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow 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.
Other benefits brokers in Minnesota
- Mercer Health And Benefits Admin: 838 employer clients, $138,853,527 reported commissions (Minneapolis)
- Brown & Brown Insurance Services: 924 employer clients, $41,008,819 reported commissions (Minneapolis)
- Brown & Brown Insurance Svcs., Inc.: 681 employer clients, $31,789,113 reported commissions (Minneapolis)
- Hays Companies, Inc.: 549 employer clients, $14,683,459 reported commissions (Minneapolis)
- Brown & Brown Ins Services Inc: 476 employer clients, $16,949,372 reported commissions (Minneapolis)
- Ameriprise Financial Services Inc: 256 employer clients, $6,527,060 reported commissions (Minneapolis)
- North Risk Partners LLC: 115 employer clients, $5,535,699 reported commissions (Saint Cloud)
- Brown & Brown Insurance Service: 187 employer clients, $5,227,316 reported commissions (Minneapolis)
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.