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Fundz
Benefits Intelligence/Broker Directory/Wisconsin

Mcclone Insurance, Inc.

Menasha, WI

Mcclone Insurance, Inc. of Menasha, WI is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans, with $28,801 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$28,801
plan year 2025

Quick answer

Mcclone Insurance, Inc. (Menasha, WI) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Mcclone Insurance, Inc. have?
Mcclone Insurance, Inc. is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Mcclone Insurance, Inc.'s largest employer clients?
By plan participants, the largest include Bergstrom Corporation, Inc. (1,186 participants), Capital Credit Union (734 participants) and Silver Star Brands, Inc. (194 participants).
How much does Mcclone Insurance, Inc. earn in commissions?
Insurers reported $28,801 in broker commissions paid to Mcclone Insurance, Inc. for plan year 2025, per Schedule A Part 1.
Where is Mcclone Insurance, Inc. located?
Mcclone Insurance, Inc. is based in Menasha, WI.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Mcclone Insurance, Inc. 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
Bergstrom Corporation, Inc.WI1,1862025-12-31
Capital Credit UnionWI7342025-12-31
Silver Star Brands, Inc.WI1942025-12-31

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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.