Fundz
Fundz
Benefits Intelligence/Broker Directory/Georgia

Jeffrey Fallick

Atlanta, GA

Jeffrey Fallick of Atlanta, GA is the broker of record on 7 Form 5500 Schedule A filings covering 5 employer benefit plans across 2 states, with $190,971 in reported broker commissions (plan year 2025).

Employer clients
5
distinct plan sponsors
Schedule A filings
7
States served
2
Reported commissions
$190,971
plan year 2025
Reported fees
$9,660

Quick answer

Jeffrey Fallick (Atlanta, GA) is the broker of record for 5 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Jeffrey Fallick have?
Jeffrey Fallick is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 2 states.
Who are Jeffrey Fallick's largest employer clients?
By plan participants, the largest include Natus Medical Incorporated (632 participants), Idaho Youth Ranch (392 participants) and Idaho College Of Osteopathic Medicine, LLC (128 participants).
How much does Jeffrey Fallick earn in commissions?
Insurers reported $190,971 in broker commissions and $9,660 in fees paid to Jeffrey Fallick for plan year 2025, per Schedule A Part 1.
Where is Jeffrey Fallick located?
Jeffrey Fallick is based in Atlanta, GA and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Jeffrey Fallick 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
Natus Medical IncorporatedCA6322024-12-31
Idaho Youth RanchID3922024-12-31
Idaho College Of Osteopathic Medicine, LLCID1282025-12-31
2 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.