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Benefits Intelligence/Broker Directory/Wisconsin

Wisconsin Bankers Association - Ebc

Madison, WI

Wisconsin Bankers Association - Ebc of Madison, WI is the broker of record on 8 Form 5500 Schedule A filings covering 3 employer benefit plans, with $1,226,356 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
8
States served
1
Reported commissions
$1,226,356
plan year 2025

Quick answer

Wisconsin Bankers Association - Ebc (Madison, WI) is the broker of record for 3 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Wisconsin Bankers Association - Ebc have?
Wisconsin Bankers Association - Ebc is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Wisconsin Bankers Association - Ebc's largest employer clients?
By plan participants, the largest include Wisconsin Bankers Association Insurance Trust Fund (3,102 participants), Port Washington State Bank (115 participants) and Fortifi Bank (78 participants).
How much does Wisconsin Bankers Association - Ebc earn in commissions?
Insurers reported $1.2 million in broker commissions paid to Wisconsin Bankers Association - Ebc for plan year 2025, per Schedule A Part 1.
Where is Wisconsin Bankers Association - Ebc located?
Wisconsin Bankers Association - Ebc is based in Madison, WI.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Wisconsin Bankers Association - Ebc 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
Wisconsin Bankers Association Insurance Trust FundWI3,1022025-12-31
Port Washington State BankWI1152025-12-31
Fortifi BankWI782025-12-31

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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.