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Benefits Intelligence/Broker Directory/Montana

Gerald R. Theis Jr And Other Agents

Billings, MT

Gerald R. Theis Jr And Other Agents of Billings, MT is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $886 in reported broker commissions (plan year 2024).

Employer clients
1
distinct plan sponsors
Schedule A filings
1
States served
1
Reported commissions
$886
plan year 2024
Reported fees
$8

Quick answer

Gerald R. Theis Jr And Other Agents (Billings, MT) is the broker of record for 1 employer benefit plan sponsor on 1 Form 5500 Schedule A filing, plan year 2024.

How many employer clients does Gerald R. Theis Jr And Other Agents have?
Gerald R. Theis Jr And Other Agents is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Gerald R. Theis Jr And Other Agents's largest employer clients?
By plan participants, the largest include Energy Laboratories, Inc. (40 participants).
How much does Gerald R. Theis Jr And Other Agents earn in commissions?
Insurers reported $886 in broker commissions and $8 in fees paid to Gerald R. Theis Jr And Other Agents for plan year 2024, per Schedule A Part 1.
Where is Gerald R. Theis Jr And Other Agents located?
Gerald R. Theis Jr And Other Agents is based in Billings, MT.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Gerald R. Theis Jr And Other Agents 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
Energy Laboratories, Inc.MT402016-12-31

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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.