Kyle Gregory Whelton
Milwaukee, WI
Kyle Gregory Whelton of Milwaukee, WI is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans, with $109 in reported broker commissions (plan year 2025).
Quick answer
Kyle Gregory Whelton (Milwaukee, WI) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Kyle Gregory Whelton have?
- Kyle Gregory Whelton is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
- Who are Kyle Gregory Whelton's largest employer clients?
- By plan participants, the largest include Schierl, Inc. (221 participants), Universal, Inc (148 participants) and Waunakee Remodeling Inc. (129 participants).
- How much does Kyle Gregory Whelton earn in commissions?
- Insurers reported $109 in broker commissions paid to Kyle Gregory Whelton for plan year 2025, per Schedule A Part 1.
- Where is Kyle Gregory Whelton located?
- Kyle Gregory Whelton is based in Milwaukee, WI.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Kyle Gregory Whelton 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 |
| Waunakee Remodeling Inc. | WI | 129 | 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.