Jeffery Satterlee & Other Agents
Rio Rancho, NM
Jeffery Satterlee & Other Agents of Rio Rancho, NM is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $249 in reported broker commissions (plan year 2025).
Quick answer
Jeffery Satterlee & Other Agents (Rio Rancho, NM) is the broker of record for 1 employer benefit plan sponsor on 1 Form 5500 Schedule A filing, plan year 2025.
- How many employer clients does Jeffery Satterlee & Other Agents have?
- Jeffery Satterlee & Other Agents is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Jeffery Satterlee & Other Agents's largest employer clients?
- By plan participants, the largest include Hfv Opco LLC (70 participants).
- How much does Jeffery Satterlee & Other Agents earn in commissions?
- Insurers reported $249 in broker commissions and $126 in fees paid to Jeffery Satterlee & Other Agents for plan year 2025, per Schedule A Part 1.
- Where is Jeffery Satterlee & Other Agents located?
- Jeffery Satterlee & Other Agents is based in Rio Rancho, NM.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Jeffery Satterlee & Other Agents 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 |
|---|---|---|---|
| Hfv Opco LLC | MI | 70 | 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.