Benefitsource Inc
Albuquerque, NM
Benefitsource Inc of Albuquerque, NM is the broker of record on 13 Form 5500 Schedule A filings covering 7 employer benefit plans, with $51,790 in reported broker commissions (plan year 2025).
Quick answer
Benefitsource Inc (Albuquerque, NM) is the broker of record for 7 employer benefit plan sponsors on 13 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Benefitsource Inc have?
- Benefitsource Inc is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors.
- Who are Benefitsource Inc's largest employer clients?
- By plan participants, the largest include Melloy Brothers Enterprises Inc (572 participants), Jaynes Companies (463 participants) and Taos Health Systems Incorporated (423 participants).
- How much does Benefitsource Inc earn in commissions?
- Insurers reported $51,790 in broker commissions paid to Benefitsource Inc for plan year 2025, per Schedule A Part 1.
- Where is Benefitsource Inc located?
- Benefitsource Inc is based in Albuquerque, NM.
- How does Benefitsource Inc rank among benefits brokers in New Mexico?
- Benefitsource Inc ranks #4 by employer clients among the 50 most active benefits brokers based in New Mexico.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Benefitsource Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Melloy Brothers Enterprises Inc | NM | 572 | 2026-05-31 |
| Jaynes Companies | NM | 463 | 2024-12-31 |
| Taos Health Systems Incorporated | NM | 423 | 2025-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in New Mexico
- Pension Planning Consultants, Inc.: 38 employer clients, $12,665 reported commissions (Albuquerque)
- Jeffrey Michael Satterlee: 17 employer clients, $71,095 reported commissions (Rio Rancho)
- Aon Risk Services West Inc: 7 employer clients, $111,404 reported commissions (Albuquerque)
- Axcess Financial, Inc.: 4 employer clients, $112,077 reported commissions (Albuquerque)
- Jeffrey M Satterlee: 9 employer clients, $4,823 reported commissions (Rio Rancho)
- True Coverage LLC: 1 employer clients, $83,022 reported commissions (Albuquerque)
- Abacus Retirement Solutions, LLC: 6 employer clients (Albuquerque)
- Reynaldo R Grajeda: 6 employer clients, $66 reported commissions (Albuquerque)
Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.