Jason Gallagher
Waunakee, WI
Jason Gallagher of Waunakee, WI is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans, with $358 in reported broker commissions (plan year 2025).
Quick answer
Jason Gallagher (Waunakee, WI) is the broker of record for 2 employer benefit plan sponsors on 2 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Jason Gallagher have?
- Jason Gallagher is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Jason Gallagher's largest employer clients?
- By plan participants, the largest include Schierl, Inc. (221 participants) and Universal, Inc (148 participants).
- How much does Jason Gallagher earn in commissions?
- Insurers reported $358 in broker commissions paid to Jason Gallagher for plan year 2025, per Schedule A Part 1.
- Where is Jason Gallagher located?
- Jason Gallagher is based in Waunakee, WI.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Jason Gallagher 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 |
|---|---|---|---|
| Schierl, Inc. | WI | 221 | 2024-12-31 |
| Universal, Inc | WI | 148 | 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.