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Benefits Intelligence/Broker Directory/Wisconsin

Alyssa Wakefield

New Berlin, WI

Alyssa Wakefield of New Berlin, WI is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $4,249 in reported broker commissions (plan year 2024).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$4,249
plan year 2024

Quick answer

Alyssa Wakefield (New Berlin, WI) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Alyssa Wakefield have?
Alyssa Wakefield is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Alyssa Wakefield's largest employer clients?
By plan participants, the largest include Midwest Refrigerated Services, Inc. (362 participants).
How much does Alyssa Wakefield earn in commissions?
Insurers reported $4,249 in broker commissions paid to Alyssa Wakefield for plan year 2024, per Schedule A Part 1.
Where is Alyssa Wakefield located?
Alyssa Wakefield is based in New Berlin, WI.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Alyssa Wakefield 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
Midwest Refrigerated Services, Inc.WI3622020-12-31

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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.