Jaggi Petry Insurance & Investment
Forsyth, IL
Jaggi Petry Insurance & Investment of Forsyth, IL is the broker of record on 4 Form 5500 Schedule A filings covering 1 employer benefit plans, with $72,393 in reported broker commissions (plan year 2024).
Quick answer
Jaggi Petry Insurance & Investment (Forsyth, IL) is the broker of record for 1 employer benefit plan sponsor on 4 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does Jaggi Petry Insurance & Investment have?
- Jaggi Petry Insurance & Investment is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Jaggi Petry Insurance & Investment's largest employer clients?
- By plan participants, the largest include Heritage Behavioral Health Center, Inc. (275 participants).
- How much does Jaggi Petry Insurance & Investment earn in commissions?
- Insurers reported $72,393 in broker commissions paid to Jaggi Petry Insurance & Investment for plan year 2024, per Schedule A Part 1.
- Where is Jaggi Petry Insurance & Investment located?
- Jaggi Petry Insurance & Investment is based in Forsyth, IL.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Jaggi Petry Insurance & Investment 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 |
|---|---|---|---|
| Heritage Behavioral Health Center, Inc. | IL | 275 | 2025-03-31 |
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 Illinois
- Gallagher Benefit Services, Inc.: 4,817 employer clients, $648,000,465 reported commissions (Rolling Meadows)
- Mercer Health And Benefits, LLC: 2,605 employer clients, $527,815,999 reported commissions (Chicago)
- Gis Benefits Inc: 2,314 employer clients, $23,768,902 reported commissions (Morris)
- Aon Consulting Inc: 1,461 employer clients, $177,097,078 reported commissions (Chicago)
- Hub International Midwest Limited: 1,700 employer clients, $100,391,255 reported commissions (Chicago)
- Watchtower Benefits, LLC: 1,386 employer clients, $3,262,244 reported commissions (Chicago)
- Alera Group, Inc.: 1,252 employer clients, $14,671,515 reported commissions (Deerfield)
- Watchtower Technologies Inc: 954 employer clients, $1,917,156 reported commissions (Chicago)
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.