Fundz
Fundz
Benefits Intelligence/Broker Directory/Washington

Bret M. Wheeler

Spokane Valley, WA

Bret M. Wheeler of Spokane Valley, WA is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $17,620 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
1
States served
1
Reported commissions
$17,620
plan year 2025

Quick answer

Bret M. Wheeler (Spokane Valley, WA) is the broker of record for 1 employer benefit plan sponsor on 1 Form 5500 Schedule A filing, plan year 2025.

How many employer clients does Bret M. Wheeler have?
Bret M. Wheeler is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Bret M. Wheeler's largest employer clients?
By plan participants, the largest include Petersen Brothers Construction, Inc. (114 participants).
How much does Bret M. Wheeler earn in commissions?
Insurers reported $17,620 in broker commissions paid to Bret M. Wheeler for plan year 2025, per Schedule A Part 1.
Where is Bret M. Wheeler located?
Bret M. Wheeler is based in Spokane Valley, WA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Bret M. Wheeler 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
Petersen Brothers Construction, Inc.ID1142025-12-31

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 walkthrough

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.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in Washington

All brokers in Washington →

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.