Jeffery Michael Satterlee
Rio Rancho, NM
Jeffery Michael Satterlee of Rio Rancho, NM is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $631 in reported broker commissions (plan year 2025).
Quick answer
Jeffery Michael Satterlee (Rio Rancho, NM) is the broker of record for 2 employer benefit plan sponsors on 2 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Jeffery Michael Satterlee have?
- Jeffery Michael Satterlee is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
- Who are Jeffery Michael Satterlee's largest employer clients?
- By plan participants, the largest include Dental Depot Dso, LLC (531 participants) and Child And Family Guidance Center (259 participants).
- How much does Jeffery Michael Satterlee earn in commissions?
- Insurers reported $631 in broker commissions paid to Jeffery Michael Satterlee for plan year 2025, per Schedule A Part 1.
- Where is Jeffery Michael Satterlee located?
- Jeffery Michael Satterlee is based in Rio Rancho, NM and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Jeffery Michael Satterlee 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 |
|---|---|---|---|
| Dental Depot Dso, LLC | OK | 531 | 2025-12-31 |
| Child And Family Guidance Center | CA | 259 | 2025-03-31 |
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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)
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- 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.