Benefits BrokerAtlas

Benefits brokers in Waukee, IA

12 benefits brokers in Waukee — 12 named on at least two 2024 Form 5500 filings. Most plan filings first. This is not a ranking of quality or price.

Median plan 200 to 999 participants (10)Fees reported as well as commissions (10)
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Holmes Murphy & Associates2727 Grand Prairie Parkway · Waukee, IA 50263 · Health and welfare plans321 plan filings · $9,804,581 disclosed · median 205 participantsNamed in Form 5500 filingsAvant Specialty Benefits LLC2727 Grand Prairie Pkwy · Waukee, IA 50263 · Health and welfare plans85 plan filings · $1,554,145 disclosed · median 839 participantsNamed in Form 5500 filingsHeather D Swanson115 SE Baytree Dr · Waukee, IA 50263 · Health and welfare plans13 plan filings · $93 disclosed · median 264 participantsNamed in Form 5500 filingsHolmes Murphy and Assoc LLC2727 Grand Prairie Parkway · Waukee, IA 50263 · Health and welfare plans12 plan filings · $102,091 disclosed · median 423 participantsNamed in Form 5500 filingsAvant Speciality Benefits LLC2727 Grand Prairie Parkway · Waukee, IA 50263 · Health and welfare plans3 plan filings · $243,139 disclosed · median 1,052 participantsNamed in Form 5500 filingsHolmes Murphy2727 Grand Prairie Pkwy · Waukee, IA 50263 · Health and welfare plans3 plan filings · $32,950 disclosed · median 140 participantsNamed in Form 5500 filingsHolmes Murphy & Assoicates2727 Grand Prairie Pkwy · Waukee, IA 50263 · Health and welfare plans3 plan filings · $226,342 disclosed · median 279 participantsNamed in Form 5500 filingsRandy Scott Schwartz2015 Brodie St · Waukee, IA 50263 · Health and welfare plans3 plan filings · $3,943 disclosed · median 309 participantsNamed in Form 5500 filingsHolmes Murphey & Associates2727 Grand Prairie Pkwy · Waukee, IA 50263 · Health and welfare plans2 plan filings · $13,279 disclosed · median 838 participantsNamed in Form 5500 filingsHomes Murphy & Associates2727 Grand Prairie Pkwy · Waukee, IA 50263 · Health and welfare plans2 plan filings · $6,834 disclosed · median 304 participantsNamed in Form 5500 filings
Innovative Captive Strategies2727 Grand Prairie Parkway · Waukee, IA 50263 · Health and welfare plans2 plan filings · $6,603 disclosed · median 597 participantsNamed in Form 5500 filingsRandy S Schwartz2015 Brodie St. · Waukee, IA 50263 · Health and welfare plans2 plan filings · $1,341 disclosed · median 385 participantsNamed in Form 5500 filings
Comparing benefits brokers in Waukee? Ask each for a written description of every way it is paid, and read questions to ask your benefits broker.

Listed from DOL EBSA Form 5500 datasets — Schedule A Part 1, DOL EBSA Form 5500 datasets — Form 5500, DOL EFAST2 Form 5500 search. Order: most plan filings first — not a quality or price ranking — never paid. Is something wrong? Tell us.