Gerald R Theis Jr
Laurel, MT
Gerald R Theis Jr of Laurel, MT is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $79 in reported broker commissions (plan year 2025).
Quick answer
Gerald R Theis Jr (Laurel, MT) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Gerald R Theis Jr have?
- Gerald R Theis Jr is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Gerald R Theis Jr's largest employer clients?
- By plan participants, the largest include Menholt Automotive Group (332 participants) and Energy Laboratories, Inc. (64 participants).
- How much does Gerald R Theis Jr earn in commissions?
- Insurers reported $79 in broker commissions and $3 in fees paid to Gerald R Theis Jr for plan year 2025, per Schedule A Part 1.
- Where is Gerald R Theis Jr located?
- Gerald R Theis Jr is based in Laurel, MT.
- How does Gerald R Theis Jr rank among benefits brokers in Montana?
- Gerald R Theis Jr ranks #38 by employer clients among the 50 most active benefits brokers based in Montana.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Gerald R Theis Jr 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 |
|---|---|---|---|
| Menholt Automotive Group | MT | 332 | 2025-12-31 |
| Energy Laboratories, Inc. | MT | 64 | 2025-12-31 |
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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.