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Benefits Intelligence/Broker Directory/Nebraska

Casey James Kugler And Other Agents

Elkhorn, NE

Casey James Kugler And Other Agents of Elkhorn, NE is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans, with $5,297 in reported broker commissions (plan year 2024).

Employer clients
2
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$5,297
plan year 2024
Reported fees
$1,140

Quick answer

Casey James Kugler And Other Agents (Elkhorn, NE) is the broker of record for 2 employer benefit plan sponsors on 2 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Casey James Kugler And Other Agents have?
Casey James Kugler And Other Agents is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Casey James Kugler And Other Agents's largest employer clients?
By plan participants, the largest include Point Quest, Inc. (1,476 participants) and E.M. Tharp Sales, Inc. (240 participants).
How much does Casey James Kugler And Other Agents earn in commissions?
Insurers reported $5,297 in broker commissions and $1,140 in fees paid to Casey James Kugler And Other Agents for plan year 2024, per Schedule A Part 1.
Where is Casey James Kugler And Other Agents located?
Casey James Kugler And Other Agents is based in Elkhorn, NE.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Casey James Kugler And Other Agents on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Point Quest, Inc.CA1,4762024-12-31
E.M. Tharp Sales, Inc.CA2402024-12-31

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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.