Benefits BrokerAtlas

Benefits brokers in Appleton, WI

16 benefits brokers in Appleton — 16 named on at least two 2024 Form 5500 filings. Most plan filings first. This is not a ranking of quality or price.

Health and welfare plans (11)Retirement plans (5)Median plan under 200 participants (10)Median plan 200 to 999 participants (6)Fees reported as well as commissions (12)
Featured spots · Appleton, WI

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The Retirement Advantage INC600 S Nicolet Rd · Appleton, WI 54914 · Retirement plans75 plan filings · $356,582 disclosed · median 171 participantsNamed in Form 5500 filingsWillis Towers Watson Midwest, INC.330 W College Ave · Appleton, WI 54911 · Health and welfare plans34 plan filings · $872,441 disclosed · median 491 participantsNamed in Form 5500 filingsMap RetirementW6180 Aerotech Drive · Appleton, WI 54914 · Retirement plans23 plan filings · $126,312 disclosed · median 213 participantsNamed in Form 5500 filingsMap Retirement USA LLCW6180 Aerotech Drive · Appleton, WI 54914 · Retirement plans12 plan filings · $71,387 disclosed · median 145 participantsNamed in Form 5500 filingsCameron Sutton RobertsN9404 Rosella Drive · Appleton, WI 54915 · Health and welfare plans6 plan filings · $18,760 disclosed · median 179 participantsNamed in Form 5500 filingsAdam J Zahn725 East Grant Street · Appleton, WI 54911 · Health and welfare plans5 plan filings · $5,599 disclosed · median 176 participantsNamed in Form 5500 filingsMap Retirement of Illiana, INC.W6180 Aerotech Drive · Appleton, WI 54914 · Retirement plans5 plan filings · $57,085 disclosed · median 160 participantsNamed in Form 5500 filingsMap Retirement USA, LLCW6180 Aerotech Drive · Appleton, WI 54814 · Retirement plans4 plan filings · $21,544 disclosed · median 232 participantsNamed in Form 5500 filingsShannon a Lading738 W 4th St · Appleton, WI 54914 · Health and welfare plans4 plan filings · $7,529 disclosed · median 180 participantsNamed in Form 5500 filingsLucent Health Solutions LLC5560 W Grande Market Dr. · Appleton, WI 54913 · Health and welfare plans3 plan filings · $142,572 disclosed · median 229 participantsNamed in Form 5500 filings
Cottingham & Butler Ins Service INC2109a E Capitol Dr Ste 1 · Appleton, WI 54911 · Health and welfare plans2 plan filings · $16,546 disclosed · median 128 participantsNamed in Form 5500 filingsFleisner Group LLC4620 N Ballard Rd · Appleton, WI 54913 · Health and welfare plans2 plan filings · $1,328 disclosed · median 150 participantsNamed in Form 5500 filingsTaylor Orton2109a East Capitol Drive, Suite 1 · Appleton, WI 54911 · Health and welfare plans2 plan filings · $54,487 disclosed · median 112 participantsNamed in Form 5500 filingsTracy KleistCottingham and Butler, 2109a E Capital Dr Ste 12 · Appleton, WI 54911 · Health and welfare plans2 plan filings · $2,397 disclosed · median 149 participantsNamed in Form 5500 filingsVizance INC.2501 E Enterprise Ave., Ste 301 · Appleton, WI 54913 · Health and welfare plans2 plan filings · $10,559 disclosed · median 241 participantsNamed in Form 5500 filingsWillis of Wi, INC.122 E College Ave Ste 201 · Appleton, WI 54911 · Health and welfare plans2 plan filings · $6,492 disclosed · median 226 participantsNamed in Form 5500 filings
Comparing benefits brokers in Appleton? 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.