Benefits broker of record · LITTLE CHUTE, WI
RETIREMENT STRATEGIES, LLC
RETIREMENT STRATEGIES, LLC of LITTLE CHUTE, WI is named as the broker of record on 13 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
13
Book size
under $10k
States
WI
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| TIMOTHY A. HARPER, D.D.S. | JOHN HANCOCK USA | December |
| VINTAGE PARTS, INC. | PRINCIPAL LIFE INSURANCE COMPANY | December |
| WENDRICKS TRUSS, INC. | PRINCIPAL LIFE INSURANCE COMPANY | September |
| PINE GROVE FAMILY PRACTICE ASSOCIATES, LTD. | JOHN HANCOCK LIFE INSURANCE COMPANY USA | February |
| ILLINOIS VALLEY SURGICAL ASSOCIATES, S.C. | JOHN HANCOCK LIFE INSURANCE COMPANY USA | October |
Subscriber access
8 more plans in RETIREMENT STRATEGIES, LLC's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A