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Benefits Intelligence/Broker Directory/Wisconsin

Jon D Plamann & Associates

Appleton, WI

Jon D Plamann & Associates of Appleton, WI is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $24,887 in reported broker commissions (plan year 2024).

Employer clients
1
distinct plan sponsors
Schedule A filings
1
States served
1
Reported commissions
$24,887
plan year 2024

Quick answer

Jon D Plamann & Associates (Appleton, 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 Jon D Plamann & Associates have?
Jon D Plamann & Associates is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Jon D Plamann & Associates's largest employer clients?
By plan participants, the largest include Electric Coalition Of Wisconsin (219 participants).
How much does Jon D Plamann & Associates earn in commissions?
Insurers reported $24,887 in broker commissions paid to Jon D Plamann & Associates for plan year 2024, per Schedule A Part 1.
Where is Jon D Plamann & Associates located?
Jon D Plamann & Associates is based in Appleton, WI.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Jon D Plamann & Associates 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
Electric Coalition Of WisconsinWI2192025-08-31

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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.