Fincepts LLC
Santa Fe, NM
Fincepts LLC of Santa Fe, NM is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $59,006 in reported broker commissions (plan year 2025).
Quick answer
Fincepts LLC (Santa Fe, NM) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Fincepts LLC have?
- Fincepts LLC is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Fincepts LLC's largest employer clients?
- By plan participants, the largest include Century Bank (300 participants).
- How much does Fincepts LLC earn in commissions?
- Insurers reported $59,006 in broker commissions and $97,703 in fees paid to Fincepts LLC for plan year 2025, per Schedule A Part 1.
- Where is Fincepts LLC located?
- Fincepts LLC is based in Santa Fe, NM.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Fincepts LLC 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 |
|---|---|---|---|
| Century Bank | NM | 300 | 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)
- Benefitsource Inc: 7 employer clients, $51,790 reported commissions (Albuquerque)
- 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)
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.