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Benefits Intelligence/Broker Directory/Arizona

Wincline LLC

Phoenix, AZ

Wincline LLC of Phoenix, AZ is the broker of record on 75 Form 5500 Schedule A filings covering 19 employer benefit plans across 2 states, with $2,007,362 in reported broker commissions (plan year 2023).

Employer clients
19
distinct plan sponsors
Schedule A filings
75
States served
2
Reported commissions
$2,007,362
plan year 2023
Reported fees
$775,071

Employer clients

Plan sponsors naming Wincline 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
Dbm Global Inc.AZ2,8092023-12-31
Asm America, Inc.AZ8182021-12-31
21st Century Healthcare, Inc.AZ6372023-12-31
16 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.