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Benefits Intelligence/Broker Directory/Wisconsin

Usi Insurance Serv LLC Dba Assoc Fi

Kimberly, WI

Usi Insurance Serv LLC Dba Assoc Fi of Kimberly, WI is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $4,599 in reported broker commissions (plan year 2024).

Employer clients
1
distinct plan sponsors
Schedule A filings
1
States served
1
Reported commissions
$4,599
plan year 2024

Quick answer

Usi Insurance Serv LLC Dba Assoc Fi (Kimberly, 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 Usi Insurance Serv LLC Dba Assoc Fi have?
Usi Insurance Serv LLC Dba Assoc Fi is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Usi Insurance Serv LLC Dba Assoc Fi's largest employer clients?
By plan participants, the largest include Edge One, Inc. (134 participants).
How much does Usi Insurance Serv LLC Dba Assoc Fi earn in commissions?
Insurers reported $4,599 in broker commissions paid to Usi Insurance Serv LLC Dba Assoc Fi for plan year 2024, per Schedule A Part 1.
Where is Usi Insurance Serv LLC Dba Assoc Fi located?
Usi Insurance Serv LLC Dba Assoc Fi is based in Kimberly, WI.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Usi Insurance Serv LLC Dba Assoc Fi 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
Edge One, Inc.WI1342024-12-31

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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.