Benefits BrokerAtlas

Benefits brokers in Waukesha, WI

18 benefits brokers in Waukesha — 18 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 (15)Retirement plans (5)Median plan under 200 participants (11)Median plan 200 to 999 participants (7)Fees reported as well as commissions (10)
Featured spots · Waukesha, WI

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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 filingsHausmann Group INC20700 Swenson Drive - Ste 375 · Waukesha, WI 53186 · Health and welfare plans3 plan filings · $156,566 disclosed · median 162 participantsNamed in Form 5500 filingsHub International Midwest LTD2120 Pewaukee Road, Suite 202 · Waukesha, WI 53188 · Health and welfare plans3 plan filings · $200,722 disclosed · median 796 participantsNamed in Form 5500 filings
Jody Ann Wall1334 Rockridge Rd Apt 331 · Waukesha, WI 53188 · Health and welfare plans3 plan filings · $4,214 disclosed · median 152 participantsNamed in Form 5500 filingsR&r Ins Services INCN14w23900 Stone Ridge Dr. · Waukesha, WI 53188 · Health and welfare plans3 plan filings · $34,086 disclosed · median 111 participantsNamed in Form 5500 filingsR&r InsuranceN14w23900 Stone Ridge Dr. · Waukesha, WI 53188 · Health and welfare plans3 plan filings · $55,708 disclosed · median 245 participantsNamed in Form 5500 filingsThe Horton GroupN19w24101 Riverwood Dr., Ste 100 · Waukesha, WI 53188 · Health and welfare plans3 plan filings · $173,433 disclosed · median 691 participantsNamed in Form 5500 filingsHub International2120 Pewaukee Rd Suite 202 · Waukesha, WI 53188 · Health and welfare plans2 plan filings · $4,171 disclosed · median 206 participantsNamed in Form 5500 filingsHub International-Waukesha2120 Pewaukee Rd Ste 202 · Waukesha, WI 53188 · Health and welfare plans2 plan filings · $5,543 disclosed · median 162 participantsNamed in Form 5500 filingsR&r Ins Ser INCN14 W23900 Stone Ridge Drive · Waukesha, WI 53188 · Health and welfare plans2 plan filings · $34,218 disclosed · median 214 participantsNamed in Form 5500 filingsR&r Insurance Services INC.PO Box 1610 · Waukesha, WI 53187 · Health and welfare plans2 plan filings · $669 disclosed · median 182 participantsNamed in Form 5500 filings
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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.