Jake Kaufmann
Billings, MT
Jake Kaufmann of Billings, MT is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $235 in reported broker commissions (plan year 2024).
Quick answer
Jake Kaufmann (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 Jake Kaufmann have?
- Jake Kaufmann is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Jake Kaufmann's largest employer clients?
- By plan participants, the largest include Upmc (94,391 participants).
- How much does Jake Kaufmann earn in commissions?
- Insurers reported $235 in broker commissions and $170 in fees paid to Jake Kaufmann for plan year 2024, per Schedule A Part 1.
- Where is Jake Kaufmann located?
- Jake Kaufmann is based in Billings, MT.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Jake Kaufmann 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 |
|---|---|---|---|
| Upmc | PA | 94,391 | 2024-12-31 |
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Other benefits brokers in Montana
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- Hub International Mountain States: 21 employer clients, $280,702 reported commissions (Kalispell)
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- Leavitt Great West Ins Services LLC: 9 employer clients, $177,930 reported commissions (Billings)
- Leavitt Great West Insurance Servic: 8 employer clients, $122,470 reported commissions (Billings)
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.