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Benefits Intelligence/Broker Directory/Nebraska

S M Stevens & Assoc LLC

Omaha, NE

S M Stevens & Assoc LLC of Omaha, NE is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $89,482 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$89,482
plan year 2025

Quick answer

S M Stevens & Assoc LLC (Omaha, NE) 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 S M Stevens & Assoc LLC have?
S M Stevens & Assoc LLC is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are S M Stevens & Assoc LLC's largest employer clients?
By plan participants, the largest include Cstk, Inc. Employee Welfare Benefit Plan (128 participants).
How much does S M Stevens & Assoc LLC earn in commissions?
Insurers reported $89,482 in broker commissions paid to S M Stevens & Assoc LLC for plan year 2025, per Schedule A Part 1.
Where is S M Stevens & Assoc LLC located?
S M Stevens & Assoc LLC is based in Omaha, NE.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming S M Stevens & Assoc LLC 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
Cstk, Inc. Employee Welfare Benefit PlanKS1282025-12-31

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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.