Heather D Swanson
Waukee, IA
Heather D Swanson of Waukee, IA is the broker of record on 18 Form 5500 Schedule A filings covering 12 employer benefit plans across 2 states, with $111 in reported broker commissions (plan year 2025).
Quick answer
Heather D Swanson (Waukee, IA) is the broker of record for 12 employer benefit plan sponsors on 18 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Heather D Swanson have?
- Heather D Swanson is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 2 states.
- Who are Heather D Swanson's largest employer clients?
- By plan participants, the largest include Elite Casino Resorts, LLC (1,726 participants), Van Wall Equipment, Inc (751 participants) and Dupaco Community Credit Union (607 participants).
- How much does Heather D Swanson earn in commissions?
- Insurers reported $111 in broker commissions paid to Heather D Swanson for plan year 2025, per Schedule A Part 1.
- Where is Heather D Swanson located?
- Heather D Swanson is based in Waukee, IA and has employer clients in 2 states.
- How does Heather D Swanson rank among benefits brokers in Iowa?
- Heather D Swanson ranks #48 by employer clients among the 50 most active benefits brokers based in Iowa.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Heather D Swanson 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 |
|---|---|---|---|
| Elite Casino Resorts, LLC | IA | 1,726 | 2025-06-30 |
| Van Wall Equipment, Inc | IA | 751 | 2024-12-31 |
| Dupaco Community Credit Union | IA | 607 | 2024-12-31 |
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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.