Filipe A Coelho
Tempe, AZ
Filipe A Coelho of Tempe, AZ is the broker of record on 15 Form 5500 Schedule A filings covering 10 employer benefit plans across 6 states, with $974 in reported broker commissions (plan year 2025).
Quick answer
Filipe A Coelho (Tempe, AZ) is the broker of record for 10 employer benefit plan sponsors on 15 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Filipe A Coelho have?
- Filipe A Coelho is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 6 states.
- Who are Filipe A Coelho's largest employer clients?
- By plan participants, the largest include Yuma Regional Medical Center (2,187 participants), Christian Care Management, Inc. (547 participants) and Ug Enterprises, Inc. (315 participants).
- How much does Filipe A Coelho earn in commissions?
- Insurers reported $974 in broker commissions paid to Filipe A Coelho for plan year 2025, per Schedule A Part 1.
- Where is Filipe A Coelho located?
- Filipe A Coelho is based in Tempe, AZ and has employer clients in 6 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Filipe A Coelho 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 |
|---|---|---|---|
| Yuma Regional Medical Center | AZ | 2,187 | 2024-12-31 |
| Christian Care Management, Inc. | AZ | 547 | 2026-02-28 |
| Ug Enterprises, Inc. | NY | 315 | 2021-06-30 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow 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.
Other benefits brokers in Arizona
- Osaic Wealth Inc: 512 employer clients, $13,124,913 reported commissions (Scottsdale)
- Stealth Partner Group LLC: 350 employer clients, $14,682,220 reported commissions (Scottsdale)
- Rogers Benefit Group Inc: 317 employer clients, $2,131,862 reported commissions (Phoenix)
- Osaic Fa Inc: 223 employer clients, $5,324,402 reported commissions (Scottsdale)
- Totalis Benefits: 222 employer clients, $1,093,777 reported commissions (Scottsdale)
- Alterity Broker Solutions, Inc: 140 employer clients, $2,318,282 reported commissions (Scottsdale)
- Benefit Commerce Grp, An Alera Grp: 80 employer clients, $8,644,835 reported commissions (Scottsdale)
- Bcbs Of Arizona: 78 employer clients, $381,817 reported commissions (Phoenix)
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.