Benefits BrokerAtlas

Benefits brokers in Milwaukee, WI

55 benefits brokers in Milwaukee — 55 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 (39)Retirement plans (17)Median plan under 200 participants (19)Median plan 200 to 999 participants (34)Fees reported as well as commissions (39)
Featured spots · Milwaukee, WI

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Northwestern Mutual Investment ServAttn Ips Compensation, 720 E Wisconsin Ave · Milwaukee, WI 53202 · Retirement plans132 plan filings · $2,307,699 disclosed · median 187 participantsNamed in Form 5500 filingsHays Companies, INC.1200 North Mayfair Road, Suite 100 · Milwaukee, WI 53226 · Health and welfare plans92 plan filings · $3,266,845 disclosed · median 509 participantsNamed in Form 5500 filingsBrown and Brown of Wisconsin, INC.1200 North Mayfair Road, Suite 100 · Milwaukee, WI 53226 · Health and welfare plans68 plan filings · $2,422,876 disclosed · median 327 participantsNamed in Form 5500 filingsBaird Insurance Services INCAttn Commisions, 777 E Wisconsin Ave · Milwaukee, WI 53202 · Retirement plans45 plan filings · $2,573,587 disclosed · median 189 participantsNamed in Form 5500 filingsNorthwestern Mutual Investment611 East Wisconsin Ave, Ste 600 · Milwaukee, WI 53202 · Retirement plans43 plan filings · $907,484 disclosed · median 196 participantsNamed in Form 5500 filingsBrown & Brown Insurance Services1200 N Mayfair Rd, Suite 100 · Milwaukee, WI 53226 · Health and welfare plans33 plan filings · $300,052 disclosed · median 456 participantsNamed in Form 5500 filingsWillis Towers Watson Midwest INC111 East Kilbourn Avenue · Milwaukee, WI 53202 · Health and welfare plans32 plan filings · $1,477,824 disclosed · median 329 participantsNamed in Form 5500 filingsRobertson Ryan & Associates330 E Kilbourn Ave Suite 650 · Milwaukee, WI 53202 · Health and welfare plans30 plan filings · $676,399 disclosed · median 258 participantsNamed in Form 5500 filingsBrown & Brown Ins Services1200 N Mayfair Rd #100 · Milwaukee, WI 53226 · Health and welfare plans15 plan filings · $331,947 disclosed · median 974 participantsNamed in Form 5500 filingsNorthwestern Mutual Investment Svcs720 E Wisconsin Ave · Milwaukee, WI 53202 · Retirement plans15 plan filings · $219,594 disclosed · median 228 participantsNamed in Form 5500 filings
Lockton Companies, LLC111 East Kilbourn Avenue, Suite 825 · Milwaukee, WI 53202 · Health and welfare plans13 plan filings · $281,601 disclosed · median 503 participantsNamed in Form 5500 filingsBrown & Brown Insurance Svcs., INC.1200 North Mayfair Road, Suite 100 · Milwaukee, WI 53226 · Health and welfare plans12 plan filings · $756,621 disclosed · median 387 participantsNamed in Form 5500 filingsBrown & Brown Insurance Services, I1200 N Mayfair Road, Suite 100 · Milwaukee, WI 53226 · Health and welfare plans11 plan filings · $35,432 disclosed · median 188 participantsNamed in Form 5500 filingsMilwaukee Regional Office10850 West Park Place, Suite 600 · Milwaukee, WI 53224 · Retirement plans10 plan filings · $20,338 disclosed · median 345 participantsNamed in Form 5500 filingsWillis Towers Watson Midwest INC111 E. Kilbourn Ave, Ste 1850 · Milwaukee, WI 53020 · Health and welfare plans9 plan filings · $575,308 disclosed · median 429 participantsNamed in Form 5500 filingsBrown & Brown Ins Svcs INC1200 N Mayfair Rd Ste 100 · Milwaukee, WI 53226 · Health and welfare plans8 plan filings · $49,443 disclosed · median 246 participantsNamed in Form 5500 filingsDi Meglio Fncl Grp LLCSte 950, 330 E Kilbourn Ave · Milwaukee, WI 53202 · Health and welfare plans8 plan filings · $17,376 disclosed · median 129 participantsNamed in Form 5500 filingsHays Benefits Group of Wi LLC1200 N Mayfair Rd, Suite 100 · Milwaukee, WI 53226 · Health and welfare plans8 plan filings · $18,103 disclosed · median 315 participantsNamed in Form 5500 filingsHays Companies Insurance Agency1200 N Mayfair Rd Ste 100 · Milwaukee, WI 53226 · Health and welfare plans8 plan filings · $39,586 disclosed · median 227 participantsNamed in Form 5500 filingsInfinity Benefit Solutions INC1036 W Juneau Ave Ste 302 · Milwaukee, WI 53233 · Health and welfare plans8 plan filings · $209,874 disclosed · median 127 participantsNamed in Form 5500 filingsJerod Thomas SpaethSte 950, 330 E Kilbourn Avenue · Milwaukee, WI 53202 · Health and welfare plans8 plan filings · $62,011 disclosed · median 129 participantsNamed in Form 5500 filingsNorthwestern Mutual Inv. Srvcs720 E Wisconsin Ave · Milwaukee, WI 53202 · Retirement plans7 plan filings · $26,480 disclosed · median 204 participantsNamed in Form 5500 filingsBaird Ins. Services INC.777 E. Wisconsin 9th Floor · Milwaukee, WI 53202 · Retirement plans6 plan filings · $177,964 disclosed · median 188 participantsNamed in Form 5500 filingsBlue Chip Retirement Plans INC6737 W Washington St Ste 1105 · Milwaukee, WI 53214 · Retirement plans6 plan filings · $24,567 disclosed · median 187 participantsNamed in Form 5500 filingsBrown & Brown Insurance Service1200 N Mayfair Rd Ste 100 · Milwaukee, WI 53226 · Health and welfare plans6 plan filings · $153,109 disclosed · median 836 participantsNamed in Form 5500 filingsMilwaukee10850 West Park Place, Suite 600 · Milwaukee, WI 53224 · Retirement plans6 plan filings · $13,161 disclosed · median 102 participantsNamed in Form 5500 filingsNorthwestern Mutual Inv Services720 E Wisconsin Ave · Milwaukee, WI 53202 · Retirement plans6 plan filings · $133,175 disclosed · median 124 participantsNamed in Form 5500 filingsNorthwestern Mutual720 E Wisconsin Ave · Milwaukee, WI 53202 · Retirement plans5 plan filings · $253,886 disclosed · median 127 participantsNamed in Form 5500 filingsBrown & Brown Insurance Services in1200 North Mayfair Road, Suite 100 · Milwaukee, WI 53226 · Health and welfare plans4 plan filings · $181,672 disclosed · median 226 participantsNamed in Form 5500 filingsGarson Financial Services S C929 N Astor St Unit 1406 · Milwaukee, WI 53202 · Health and welfare plans4 plan filings · $284 disclosed · median 307 participantsNamed in Form 5500 filingsRobert W. Baird & CO INC777 E Wisconsin Ave · Milwaukee, WI 53202 · Retirement plans4 plan filings · $68,204 disclosed · median 168 participantsNamed in Form 5500 filingsRobertson Ryan & Assoc330 E Kilbourn Ave, Ste 650 · Milwaukee, WI 53202 · Health and welfare plans4 plan filings · $54,068 disclosed · median 884 participantsNamed in Form 5500 filingsThe Holter Agency INC100 E. Wisconsin Ave, Suite 2300 · Milwaukee, WI 53202 · Health and welfare plans4 plan filings · $24,724 disclosed · median 413 participantsNamed in Form 5500 filingsBrian Dix1036 W Juneau Ave Ste 302 · Milwaukee, WI 53233 · Health and welfare plans3 plan filings · $14,266 disclosed · median 135 participantsNamed in Form 5500 filingsBrown & Brown Insurance Serv, INC.1200 N Mayfair Rd, Ste 1001200n · Milwaukee, WI 53226 · Health and welfare plans3 plan filings · $76,764 disclosed · median 700 participantsNamed in Form 5500 filingsBrown and Brown of Wisonsin, INC.1200 North Mayfair Road, Suite 1001200n · Milwaukee, WI 53226 · Health and welfare plans3 plan filings · $24,052 disclosed · median 633 participantsNamed in Form 5500 filingsNorthwestern Mutual Inv SvcsIps Commissions, 720 E Wisconsin Ave · Milwaukee, WI 53202 · Retirement plans3 plan filings · $166,470 disclosed · median 486 participantsNamed in Form 5500 filingsWilliam John Collins1036 W. Juneau Ave, Suite 302 · Milwaukee, WI 53233 · Health and welfare plans3 plan filings · $84,166 disclosed · median 691 participantsNamed in Form 5500 filingsBaird Ins Svcs INC777 E Wisconsin Ave · Milwaukee, WI 53202 · Retirement plans2 plan filings · $13,210 disclosed · median 9,817 participantsNamed in Form 5500 filingsBaird Ins. Services INC Robert W. B777 E Wisconsin Ave 9th Floor · Milwaukee, WI 53202 · Retirement plans2 plan filings · $31,444 disclosed · median 368 participantsNamed in Form 5500 filingsBaird Insurance Svcs INC777 East Wisconsin Avenue · Milwaukee, WI 53202 · Retirement plans2 plan filings · $63,264 disclosed · median 250 participantsNamed in Form 5500 filingsBenefit Alliant LLC5555 N. Port Washington Rd, Ste 303 · Milwaukee, WI 53217 · Health and welfare plans2 plan filings · $21,854 disclosed · median 185 participantsNamed in Form 5500 filingsBrian P Dix1036 W. Juneau Ave, Suite 302 · Milwaukee, WI 53233 · Health and welfare plans2 plan filings · $14,688 disclosed · median 413 participantsNamed in Form 5500 filingsBrown & Brown InsuranceServices, INC., 1200 N. Mayfair Road, Suite 100 · Milwaukee, WI 53226 · Health and welfare plans2 plan filings · $11,613 disclosed · median 494 participantsNamed in Form 5500 filingsBrown and Brown of Wi, INC.1200 North Mayfair Road, Suite 100 · Milwaukee, WI 53226 · Health and welfare plans2 plan filings · $47,539 disclosed · median 1,523 participantsNamed in Form 5500 filingsGarson Financial Services Sc929 North Astor Street, Unit 1406 · Milwaukee, WI 53202 · Health and welfare plans2 plan filings · $365 disclosed · median 108 participantsNamed in Form 5500 filingsHays Benefit Group Wi, LLC1200 North Mayfair Road, Suite 100 · Milwaukee, WI 53226 · Health and welfare plans2 plan filings · $11,467 disclosed · median 517 participantsNamed in Form 5500 filingsHays Companies of Wi1200 North Mayfair Road, Suite 100 · Milwaukee, WI 53226 · Health and welfare plans2 plan filings · $2,336 disclosed · median 370 participantsNamed in Form 5500 filingsHays Companies of Wisconsin1200 North Mayfair Road, Suite 100 · Milwaukee, WI 53226 · Health and welfare plans2 plan filings · $14,985 disclosed · median 778 participantsNamed in Form 5500 filingsHays Companys, INC.1200 North Mayfair Road · Milwaukee, WI 53226 · Health and welfare plans2 plan filings · $32,539 disclosed · median 836 participantsNamed in Form 5500 filingsInfinity Benefit Solutions INC100 E Wisconsin Ave Suite 1500 · Milwaukee, WI 53202 · Health and welfare plans2 plan filings · $34,499 disclosed · median 139 participantsNamed in Form 5500 filingsJames P Grogan11270 W. Park Pl, Suite 100 · Milwaukee, WI 53224 · Health and welfare plans2 plan filings · $4,143 disclosed · median 413 participantsNamed in Form 5500 filingsMetropolitan Milwaukee Association275 W Wisconsin Ave, Ste 220 · Milwaukee, WI 53203 · Health and welfare plans2 plan filings · $19,620 disclosed · median 116 participantsNamed in Form 5500 filingsWillis Towers Watson MidwestPO Box 1650 · Milwaukee, WI 53201 · Health and welfare plans2 plan filings · $2,559 disclosed · median 359 participantsNamed in Form 5500 filingsWillis Towers Watson Midwest INC.2323 N Mayfair Rd, Ste 600 · Milwaukee, WI 53226 · Health and welfare plans2 plan filings · $53,739 disclosed · median 117 participantsNamed in Form 5500 filings
Comparing benefits brokers in Milwaukee? 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.