I Plan LLC Dba I Plan Rx
Green Bay, WI
I Plan LLC Dba I Plan Rx of Green Bay, WI is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $13,921 in reported broker commissions (plan year 2025).
Quick answer
I Plan LLC Dba I Plan Rx (Green Bay, WI) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does I Plan LLC Dba I Plan Rx have?
- I Plan LLC Dba I Plan Rx is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are I Plan LLC Dba I Plan Rx's largest employer clients?
- By plan participants, the largest include Machine Service Inc. (139 participants).
- How much does I Plan LLC Dba I Plan Rx earn in commissions?
- Insurers reported $13,921 in broker commissions paid to I Plan LLC Dba I Plan Rx for plan year 2025, per Schedule A Part 1.
- Where is I Plan LLC Dba I Plan Rx located?
- I Plan LLC Dba I Plan Rx is based in Green Bay, WI.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming I Plan LLC Dba I Plan Rx 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 |
|---|---|---|---|
| Machine Service Inc. | WI | 139 | 2025-12-31 |
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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.