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Benefits Intelligence/Broker Directory/Illinois

Erica Terek

Oswego, IL

Erica Terek of Oswego, IL is the broker of record on 87 Form 5500 Schedule A filings covering 36 employer benefit plans across 15 states, with $9,533 in reported broker commissions (plan year 2018).

Employer clients
36
distinct plan sponsors
Schedule A filings
87
States served
15
Reported commissions
$9,533
plan year 2018
Reported fees
$971

Employer clients

Plan sponsors naming Erica Terek 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
National Vision Inc.GA8,0502018-12-31
Averitt Express, IncTN7,8192016-12-31
Mv Transportation, Inc.CA4,6382010-12-31
33 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.