Plan Ledger DOL Form 5500 · updated monthly

Wipfli Advisory LLCbenefits

Wipfli Advisory LLC Welfare Benefit Plan · WAUSAU, WI · plan year 2025

Broker compensation reported · 2025
$82,216

Wipfli Advisory LLC's benefits plan covered 2,274 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $82,216 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $36 per covered person, in the bottom quarter of employer plans that report broker pay.

Insurance contracts · 20257
KAISER FOUNDATION HEALTH PLAN OF COLORADO · health drugpremiums n/a · 56 covered
ARAG INSURANCE COMPANYpremiums n/a · 442 covered
EMPLOYEE RESOURCE CENTER, INC.premiums n/a · 2,437 covered
AMERICAN HERITAGE LIFE INSURANCE COMPANYpremiums n/a · 632 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drugpremiums n/a · 25 covered
WYSSTA INSURANCE COMPANY INC · visionpremiums n/a · 1,700 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 2,247 covered
Brokers & agents paid · 20252
GALLAGHER BENEFIT SERVICES, INC.$79,687 · incl $13,276 fees
AGIS NETWORK INSURANCE SERVICE$2,529
Also brokered by Gallagher5
Prisma Health SC$2,123,789

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 393647910 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.