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106 insurance / financial services employers in Wisconsin have substantive broker records on their Form 5500 filings. Median disclosed broker cost in this group runs about $11 per participant per month. Open any company to see its broker of record, disclosed compensation, and benefit lines — or step back to all Wisconsin employers.
| Company | Industry | Plan type | Participants | Latest filing | Broker comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL FIELD ASSOCIATIONS | Insurance / Financial Services | Fully insured | 11K | 2025 | Disclosed |
| AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I. | Insurance / Financial Services | Self-funded | 10K | 2025 | Disclosed |
| NORTHWESTERN MUTUAL LIFE INS.CO. | Insurance / Financial Services | Self-funded | 8.3K | 2024 | Disclosed |
| ROBERT W. BAIRD & CO., INC. | Insurance / Financial Services | Self-funded | 5.2K | 2025 | Disclosed |
| SENTRY INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 4.9K | 2024 | Disclosed |
| FAIRWAY INDEPENDENT MORTGAGE CORPORATION | Insurance / Financial Services | Self-funded | 4.3K | 2025 | Disclosed |
| ASSOCIATED BANC-CORP | Insurance / Financial Services | Self-funded | 4.1K | 2024 | Disclosed |
| SPECTRUM EMPLOYER BUSINESS COOPERATIVE | Insurance / Financial Services | Fully insured | 3.4K | 2025 | Disclosed |
| CMFG LIFE INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 3.2K | 2025 | Disclosed |
| PLEXUS CORP. | Insurance / Financial Services | Self-funded | 2.7K | 2025 | Disclosed |
| ACUITY, A MUTUAL INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 1.9K | 2025 | Disclosed |
| WEST BEND INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 1.6K | 2024 | Disclosed |
| BOARD OF TRUSTEES OF THE WISCONSIN HEALTH FUND | Insurance / Financial Services | Self-funded | 1.5K | 2024 | Disclosed |
| CHURCH MUTUAL INSURANCE COMPANY, S.I. | Insurance / Financial Services | Self-funded | 1K | 2025 | Disclosed |
| WAICU BENEFITS CONSORTIUM, INC. | Insurance / Financial Services | Self-funded | 1K | 2024 | Disclosed |
| NICOLET NATIONAL BANK | Insurance / Financial Services | Self-funded | 976 | 2025 | Disclosed |
| SECURA INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 973 | 2025 | Disclosed |
| LANDMARK CREDIT UNION | Insurance / Financial Services | Self-funded | 965 | 2025 | Disclosed |
| JOHNSON FINANCIAL GROUP, INC. | Insurance / Financial Services | Self-funded | 893 | 2024 | Disclosed |
| URUS GROUP, LP | Insurance / Financial Services | Self-funded | 880 | 2025 | Disclosed |
| BOARD OF TRUSTEES OF MADISON AREA CONSTRUCTION EMPLOYEES TRUST - HEALT | Insurance / Financial Services | Self-funded | 867 | 2024 | Disclosed |
| SUMMIT CREDIT UNION | Insurance / Financial Services | Self-funded | 835 | 2025 | Disclosed |
| ROYAL CREDIT UNION | Insurance / Financial Services | Self-funded | 818 | 2025 | Disclosed |
| UNIVERSITY OF WISCONSIN CREDIT UNION | Insurance / Financial Services | Self-funded | 800 | 2025 | Disclosed |
| SKYGEN USA, LLC | Insurance / Financial Services | Self-funded | 736 | 2025 | Disclosed |
| CAPITAL CREDIT UNION | Insurance / Financial Services | Self-funded | 734 | 2025 | Disclosed |
| QUARTZ HEALTH SOLUTIONS, INC. | Insurance / Financial Services | Self-funded | 718 | 2025 | Disclosed |
| POINT C | Insurance / Financial Services | Self-funded | 644 | 2025 | Disclosed |
| TOTAL ADMINISTRATIVE SERVICES CORPORATION (TASC) | Insurance / Financial Services | Self-funded | 608 | 2024 | Disclosed |
| CONNEXUS CREDIT UNION | Insurance / Financial Services | Self-funded | 595 | 2025 | Disclosed |
| WATERSTONE BANK SSB | Insurance / Financial Services | Self-funded | 580 | 2024 | Disclosed |
| ARTISAN PARTNERS HOLDINGS LP | Insurance / Financial Services | Self-funded | 576 | 2025 | Disclosed |
| NETWORK HEALTH, INC. | Insurance / Financial Services | Self-funded | 576 | 2025 | Disclosed |
| IXONIA BANK | Insurance / Financial Services | Fully insured | 574 | 2025 | Disclosed |
| COVANTAGE CREDIT UNION | Insurance / Financial Services | Self-funded | 500 | 2025 | Disclosed |
| COMMUNITY FIRST CREDIT UNION | Insurance / Financial Services | Self-funded | 487 | 2025 | Disclosed |
| ALTRA FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 473 | 2025 | Disclosed |
| EDUCATORS CREDIT UNION | Insurance / Financial Services | Self-funded | 470 | 2025 | Disclosed |
| M3 INSURANCE SOLUTIONS, INC. | Insurance / Financial Services | Self-funded | 466 | 2025 | Disclosed |
| FOX COMMUNITIES CREDIT UNION | Insurance / Financial Services | Self-funded | 461 | 2025 | Disclosed |
| JEWELERS MUTUAL INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 448 | 2025 | Disclosed |
| DELTA DENTAL OF WISCONSIN, INC. | Insurance / Financial Services | Self-funded | 418 | 2025 | Disclosed |
| NORTH SHORE BANK | Insurance / Financial Services | Self-funded | 403 | 2025 | Disclosed |
| AQUA FINANCE, INC. | Insurance / Financial Services | Self-funded | 390 | 2024 | Disclosed |
| KNIGHT BARRY TITLE, INC | Insurance / Financial Services | Self-funded | 386 | 2025 | Disclosed |
| INDEPENDENT CARE HEALTH PLAN | Insurance / Financial Services | Fully insured | 378 | 2021 | Disclosed |
| SOCIETY INSURANCE | Insurance / Financial Services | Self-funded | 365 | 2025 | Disclosed |
| NEB CORPORATION | Insurance / Financial Services | Self-funded | 365 | 2025 | Disclosed |
| BANK FIVE NINE | Insurance / Financial Services | Self-funded | 364 | 2025 | Disclosed |
| BANK FIRST | Insurance / Financial Services | Self-funded | 362 | 2025 | Disclosed |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | Insurance / Financial Services | Fully insured | 362 | 2025 | Disclosed |
| LAKE RIDGE BANK | Insurance / Financial Services | Self-funded | 361 | 2025 | Disclosed |
| NATIONAL GUARDIAN LIFE INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 352 | 2025 | Disclosed |
| TRI CITY NATIONAL BANK | Insurance / Financial Services | Fully insured | 341 | 2025 | Disclosed |
| CAPITOL INDEMNITY CORPORATION | Insurance / Financial Services | Self-funded | 337 | 2025 | Disclosed |
| TRICOR LLC | Insurance / Financial Services | Self-funded | 336 | 2025 | Disclosed |
| MARINE CREDIT UNION | Insurance / Financial Services | Self-funded | 327 | 2025 | Disclosed |
| UFS LLC | Insurance / Financial Services | Self-funded | 309 | 2025 | Disclosed |
| WESTCONSIN CREDIT UNION | Insurance / Financial Services | Self-funded | 303 | 2025 | Disclosed |
| WAUKESHA STATE BANK | Insurance / Financial Services | Self-funded | 289 | 2025 | Disclosed |
| VIZANCE, INC. | Insurance / Financial Services | Self-funded | 283 | 2024 | Disclosed |
| ROBERTSON RYAN & ASSOCIATES INC. | Insurance / Financial Services | Self-funded | 266 | 2024 | Disclosed |
| VERVE, A CREDIT UNION | Insurance / Financial Services | Self-funded | 254 | 2025 | Disclosed |
| NATCOM BANCSHARES, INC. | Insurance / Financial Services | Self-funded | 252 | 2025 | Disclosed |
| ASCENDIUM EDUCATION GROUP, INC & AFFILIATES | Insurance / Financial Services | Fully insured | 251 | 2025 | Disclosed |
| TRI CITY BANKSHARES CORPORATION | Insurance / Financial Services | Self-funded | 248 | 2023 | Disclosed |
| R & R INSURANCE SERVICES, INC | Insurance / Financial Services | Self-funded | 237 | 2025 | Disclosed |
| WESTBY (WCCU) CO-OP CREDIT UNION | Insurance / Financial Services | Self-funded | 217 | 2025 | Disclosed |
| ONE COMMUNITY BANK | Insurance / Financial Services | Self-funded | 217 | 2025 | Disclosed |
| CENTRE 1 BANCORP DBA FIRST NATIONAL BANK AND TRUST COMPANY | Insurance / Financial Services | Self-funded | 214 | 2024 | Disclosed |
| FORWARD BANK | Insurance / Financial Services | Self-funded | 211 | 2025 | Disclosed |
| CITIZENS COMMUNITY FEDERAL NATIONAL ASSOCIATION | Insurance / Financial Services | Self-funded | 207 | 2025 | Disclosed |
| BLACKHAWK COMMUNITY CREDIT UNION | Insurance / Financial Services | Self-funded | 188 | 2025 | Disclosed |
| PEOPLES STATE BANK | Insurance / Financial Services | Self-funded | 187 | 2025 | Disclosed |
| ANSAY & ASSOCIATES | Insurance / Financial Services | Self-funded | 166 | 2025 | Disclosed |
| HORICON BANK | Insurance / Financial Services | Fully insured | 164 | 2025 | Disclosed |
| EMPLOYEE BENEFITS CORPORATION | Insurance / Financial Services | Self-funded | 164 | 2025 | Disclosed |
| KOHLER CREDIT UNION | Insurance / Financial Services | Self-funded | 163 | 2025 | Disclosed |
| THE RETIREMENT ADVANTAGE | Insurance / Financial Services | Self-funded | 156 | 2025 | Disclosed |
| CITIZENS BANK | Insurance / Financial Services | Self-funded | 154 | 2025 | Disclosed |
| MRA - THE MANAGEMENT ASSOCIATION, INC. | Insurance / Financial Services | Self-funded | 153 | 2025 | Disclosed |
| MONONA BANK | Insurance / Financial Services | Self-funded | 153 | 2022 | Disclosed |
| ANNEX WEALTH MANAGEMENT | Insurance / Financial Services | Self-funded | 153 | 2025 | Disclosed |
| THE PARK BANK | Insurance / Financial Services | Self-funded | 150 | 2025 | Disclosed |
| COTERIE APPLICATIONS INC. | Insurance / Financial Services | Self-funded | 150 | 2024 | Disclosed |
| TRUSTED FRATERNAL LIFE | Insurance / Financial Services | Fully insured | 130 | 2025 | Disclosed |
| BANKERS' BANCORPORATION INC. | Insurance / Financial Services | Self-funded | 129 | 2025 | Disclosed |
| SECURITY FINANCIAL BANK | Insurance / Financial Services | Self-funded | 123 | 2025 | Disclosed |
| MCCLONE AGENCY INC. | Insurance / Financial Services | Self-funded | 122 | 2025 | Disclosed |
| HERITAGE CREDIT UNION | Insurance / Financial Services | Fully insured | 121 | 2022 | Disclosed |
| HEARTLAND CREDIT UNION | Insurance / Financial Services | Self-funded | 117 | 2025 | Disclosed |
| INGENIUM PRIME, INC. | Insurance / Financial Services | Self-funded | 115 | 2024 | Disclosed |
| HAUSMANN GROUP, INC. | Insurance / Financial Services | Self-funded | 113 | 2025 | Disclosed |
| PORT WASHINGTON STATE BANK | Insurance / Financial Services | Self-funded | 111 | 2023 | Disclosed |
| ABBYBANK | Insurance / Financial Services | Self-funded | 106 | 2025 | Disclosed |
| COMMON GROUND HEALTHCARE COOPERATIVE | Insurance / Financial Services | Self-funded | 104 | 2024 | Disclosed |
| LA MACCHIA GROUP, INC. | Insurance / Financial Services | Self-funded | 102 | 2025 | Disclosed |
| BANK OF LUXEMBURG | Insurance / Financial Services | Self-funded | 102 | 2025 | Disclosed |
| ALLIGATOR HOLDINGS, LLC | Insurance / Financial Services | Self-funded | 96 | 2023 | Disclosed |
| PYRAMAX BANK FSB | Insurance / Financial Services | Self-funded | 93 | 2023 | Disclosed |
Sourced from Form 5500 filings as submitted to the U.S. Department of Labor. Dataset refreshed October 7, 2026. Plan years are labeled by the year they begin, so a July 2024 – June 2025 plan year is 2024. Filings may lag 12–18 months behind the current plan year.