Plan Ledger DOL Form 5500 · updated monthly

J. J. Keller & Assocaites, Inc.benefits

J. J. Keller & Associates, Inc. Wrap Plan · NEENAH, WI · plan year 2025

Broker compensation reported · 2025
$107,990

J. J. Keller & Assocaites, Inc.'s benefits plans covered 1,632 active participants in 2025, providing short-term disability · other · life · death benefits · long-term disability. Insurance brokers and agents were paid $107,990 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $66 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 31% from $157,507 in 2024.

Insurance contracts · 20254
BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA · ltdpremiums n/a · 33 covered
GUARDIAN · ltdpremiums n/a · 35 covered
UNITED BEHAVIORAL HEALTH DBA OPTUMpremiums n/a · 1,702 covered
RELIASTAR LIFE INSURANCE COMPANY · life ltdpremiums n/a · 4,412 covered
Brokers & agents paid · 20255
COTTINGHAM & BUTLER INSURANCE$91,242
THIRD COAST ADVISORS INC$5,471 · incl $5,444 fees
MICHAEL L SCOTT$7,381
SCOT J MADISON$3,472
NICOLET NATIONAL BANK THE GUARDIAN$424
Also brokered by Cottingham & Butler Insurance5
Agropur Inc. WI$157,824

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 390957377 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.