How many employer clients does Wipfli Advisory LLC have?

Wipfli Advisory LLC is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.

Who are Wipfli Advisory LLC's largest employer clients?

By plan participants, the largest include Osb Community Bank (47 participants).

How much does Wipfli Advisory LLC earn in commissions?

Insurers reported $4,951 in broker commissions and $4,275 in fees paid to Wipfli Advisory LLC for plan year 2025, per Schedule A Part 1.

Where is Wipfli Advisory LLC located?

Wipfli Advisory LLC is based in Eau Claire, WI.

Benefits Intelligence/Broker Directory/Wisconsin

Wipfli Advisory LLC

Eau Claire, WI

Wipfli Advisory LLC of Eau Claire, WI is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $4,951 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$4,951

plan year 2025

Reported fees

$4,275

Quick answer

Wipfli Advisory LLC (Eau Claire, 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 Wipfli Advisory LLC have?: Wipfli Advisory LLC is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Wipfli Advisory LLC's largest employer clients?: By plan participants, the largest include Osb Community Bank (47 participants).
How much does Wipfli Advisory LLC earn in commissions?: Insurers reported $4,951 in broker commissions and $4,275 in fees paid to Wipfli Advisory LLC for plan year 2025, per Schedule A Part 1.
Where is Wipfli Advisory LLC located?: Wipfli Advisory LLC is based in Eau Claire, WI.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Wipfli Advisory LLC 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
Osb Community Bank	IL	47	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.