Donald Terry Gotham And Other Agent
Green Bay, WI
Donald Terry Gotham And Other Agent of Green Bay, WI is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $389 in reported broker commissions (plan year 2024).
Quick answer
Donald Terry Gotham And Other Agent (Green Bay, WI) is the broker of record for 1 employer benefit plan sponsor on 1 Form 5500 Schedule A filing, plan year 2024.
- How many employer clients does Donald Terry Gotham And Other Agent have?
- Donald Terry Gotham And Other Agent is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Donald Terry Gotham And Other Agent's largest employer clients?
- By plan participants, the largest include Cascade Eye And Skin Centers, P.C. (189 participants).
- How much does Donald Terry Gotham And Other Agent earn in commissions?
- Insurers reported $389 in broker commissions and $46 in fees paid to Donald Terry Gotham And Other Agent for plan year 2024, per Schedule A Part 1.
- Where is Donald Terry Gotham And Other Agent located?
- Donald Terry Gotham And Other Agent is based in Green Bay, WI.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Donald Terry Gotham And Other Agent on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Cascade Eye And Skin Centers, P.C. | WA | 189 | 2024-12-31 |
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Other benefits brokers in Wisconsin
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- Umr Inc: 127 employer clients, $815,854 reported commissions (Wausau)
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- Baird Insurance Services Inc: 50 employer clients, $5,114,532 reported commissions (Milwaukee)
- Northwestern Mutual Investment: 49 employer clients, $2,207,992 reported commissions (Milwaukee)
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.