Burt Shelley B
Albuquerque, NM
Burt Shelley B of Albuquerque, NM is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $956 in reported broker commissions (plan year 2024).
Quick answer
Burt Shelley B (Albuquerque, NM) is the broker of record for 1 employer benefit plan sponsor on 1 Form 5500 Schedule A filing, plan year 2024.
- How many employer clients does Burt Shelley B have?
- Burt Shelley B is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Burt Shelley B's largest employer clients?
- By plan participants, the largest include La Montanita Co-Op (157 participants).
- How much does Burt Shelley B earn in commissions?
- Insurers reported $956 in broker commissions paid to Burt Shelley B for plan year 2024, per Schedule A Part 1.
- Where is Burt Shelley B located?
- Burt Shelley B is based in Albuquerque, NM.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Burt Shelley B 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 |
|---|---|---|---|
| La Montanita Co-Op | NM | 157 | 2024-12-31 |
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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.