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Benefits Intelligence/Broker Directory/Idaho

Derek Stephenson

Meridian, ID

Derek Stephenson of Meridian, ID is the broker of record on 10 Form 5500 Schedule A filings covering 4 employer benefit plans, with $150,783 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
10
States served
1
Reported commissions
$150,783
plan year 2025
Reported fees
$9,981

Quick answer

Derek Stephenson (Meridian, ID) is the broker of record for 4 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Derek Stephenson have?
Derek Stephenson is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
Who are Derek Stephenson's largest employer clients?
By plan participants, the largest include Jst Manufacturing, Inc. (182 participants), In Time Tec, LLC (142 participants) and Campbell Tractor And Implement, Inc (137 participants).
How much does Derek Stephenson earn in commissions?
Insurers reported $150,783 in broker commissions and $9,981 in fees paid to Derek Stephenson for plan year 2025, per Schedule A Part 1.
Where is Derek Stephenson located?
Derek Stephenson is based in Meridian, ID.
How does Derek Stephenson rank among benefits brokers in Idaho?
Derek Stephenson ranks #37 by employer clients among the 50 most active benefits brokers based in Idaho.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Derek Stephenson 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
Jst Manufacturing, Inc.ID1822025-12-31
In Time Tec, LLCID1422025-12-31
Campbell Tractor And Implement, IncID1372025-12-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Other benefits brokers in Idaho

  • Castle Lake Insurance LLC: 13 employer clients, $566,997 reported commissions (Idaho Falls)
  • Holly Kristine Hall: 16 employer clients, $184,019 reported commissions (Hayden)
  • Jeremy L Tomlinson: 14 employer clients, $1,528 reported commissions (Boise)
  • Advanced Benefit, Inc.: 13 employer clients, $267,680 reported commissions (Coeur D Alene)
  • Chad Murray: 7 employer clients, $164,213 reported commissions (Coeur D Alene)
  • Ronny Ann Warner: 15 employer clients, $27,683 reported commissions (Kuna)
  • Benefits2 Administrators LLC: 9 employer clients (Meridian)
  • Denise A Maxwell: 13 employer clients, $6,162 reported commissions (Meridian)

All brokers in Idaho →

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.