Benefits BrokerAtlas

The Horton Group

Broker or agent named on 3 employee benefit plan filings, Waukesha, WI

Named in Form 5500 filings

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Public-record details

Address
N19w24101 Riverwood Dr., Ste 100, Waukesha, WI 53188
Listed under
Health and welfare plans, Median plan 200 to 999 participants
Plan filings naming this broker (2024 plan year)
3
Commissions disclosed on Schedule A
$173,433
Fees disclosed on Schedule A
None reported
Total disclosed
$173,433 (higher than 81% of the 22,186 brokers listed)
Average disclosed per filing
$57,811 (higher than 92% of listed brokers' per-filing averages)
Median plan size (participants)
691
Health and welfare filings / retirement filings
3 / 0
Plan sponsors' states (filings)
WI (2), IL (1)

Named as a broker or agent on 3 Schedule A filings in the DOL's 2024 plan-year Form 5500 data. Source: DOL EBSA Form 5500 Schedule A (2024 plan year) (record). Data as of 2026-10-02.

Public record, not an endorsement. This listing was compiled from public records as of 2026-10-02 and may be incomplete or out of date. Benefits Broker Atlas does not vet, employ, recommend or guarantee benefits brokers; a badge reflects only what the public record showed on that date. Confirm current details with the official record before you decide. The information on Benefits Broker Atlas is not a recommendation or a guarantee of anyone's work. A license record shows registration status on the date shown, not workmanship, insurance coverage at the time of your job, or suitability for your project. Confirm license, insurance and permits directly before you hire. Full disclaimer · Report an error

How to read these figures

Insurance carriers report on Schedule A of Form 5500 the commissions and fees they paid to brokers and agents for each insurance contract of an employee benefit plan. We add up the amounts for each broker name and ZIP code in the 2024 plan-year data. Amounts depend on the size of the plans, the benefits bought, how many carriers are involved and how compensation is arranged, so a larger or smaller total is not a measure of a broker's price or quality. Percentages compare this broker with the other brokers listed here and are not judgments. Schedule A does not capture every form of broker compensation, such as fees paid directly by the employer.

Grouped by broker name and ZIP code as filed; the same firm can appear under several offices or spellings. The data has no phone number or website. Confirm a broker's insurance license with your state insurance department.

These are amounts insurers reported on Schedule A of Form 5500 for 2024 plan-year filings. They depend on plan size and benefits bought and are not a price list. See how to read Schedule A.

Other benefits brokers in Waukesha

R&R Insurance Services INCN14 W23900 Stone Ridge Drive · Waukesha, WI 53188 · Health and welfare plans86 plan filings · $1,726,998 disclosed · median 164 participantsNamed in Form 5500 filingsHub International Midwest Limited2120 Pewaukee Road, Suite 202 · Waukesha, WI 53188 · Health and welfare plans47 plan filings · $1,754,355 disclosed · median 173 participantsNamed in Form 5500 filingsR&r Insurance Services INC.1581 E. Racine Ave · Waukesha, WI 53186 · Health and welfare plans16 plan filings · $125,897 disclosed · median 152 participantsNamed in Form 5500 filingsSalvatore FerritoOsaic Wealth INC, W233 N2080 Ridgeview Pky Ste 302 · Waukesha, WI 53188 · Retirement plans6 plan filings · $28,452 disclosed · median 117 participantsNamed in Form 5500 filingsR&r Insurance Service INCN14 W23900 Stone Ridge Dr · Waukesha, WI 53188 · Health and welfare plans4 plan filings · $51,032 disclosed · median 298 participantsNamed in Form 5500 filingsRobertson Ryan and Associates, INC.20975 Swenson Dr #175 · Waukesha, WI 53186 · Health and welfare plans4 plan filings · $257,849 disclosed · median 391 participantsNamed in Form 5500 filingsCasey O'GormanWoodbury Financial Services, W233 N2080 Ridgeview Pky Ste 302 · Waukesha, WI 53188 · Retirement plans3 plan filings · $2,309 disclosed · median 150 participantsNamed in Form 5500 filingsCasey OgormanWoodbury Financial Services, INC., W233 N2080 Ridgeview Pkw Ste 302 · Waukesha, WI 53188 · Retirement plans3 plan filings · $26,177 disclosed · median 109 participantsNamed in Form 5500 filings

All 18 in Waukesha →