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Benefits Intelligence/Broker Directory/Wisconsin

Reece Sutton Roberts

Appleton, WI

Reece Sutton Roberts of Appleton, WI is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $829 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
1
States served
1
Reported commissions
$829
plan year 2025
Reported fees
$154

Quick answer

Reece Sutton Roberts (Appleton, WI) is the broker of record for 1 employer benefit plan sponsor on 1 Form 5500 Schedule A filing, plan year 2025.

How many employer clients does Reece Sutton Roberts have?
Reece Sutton Roberts is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Reece Sutton Roberts's largest employer clients?
By plan participants, the largest include D&S Machine Service, Inc. (178 participants).
How much does Reece Sutton Roberts earn in commissions?
Insurers reported $829 in broker commissions and $154 in fees paid to Reece Sutton Roberts for plan year 2025, per Schedule A Part 1.
Where is Reece Sutton Roberts located?
Reece Sutton Roberts is based in Appleton, WI.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Reece Sutton Roberts 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
D&S Machine Service, Inc.WI1782025-12-31

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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.