Jeffrey M Satterlee
Rio Rancho, NM
Jeffrey M Satterlee of Rio Rancho, NM is the broker of record on 10 Form 5500 Schedule A filings covering 9 employer benefit plans across 6 states, with $4,823 in reported broker commissions (plan year 2025).
Quick answer
Jeffrey M Satterlee (Rio Rancho, NM) is the broker of record for 9 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Jeffrey M Satterlee have?
- Jeffrey M Satterlee is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 6 states.
- Who are Jeffrey M Satterlee's largest employer clients?
- By plan participants, the largest include Topre America Corporation (1,606 participants), Emerald Healthcare LLC (396 participants) and Jim S. Adler & Associates (253 participants).
- How much does Jeffrey M Satterlee earn in commissions?
- Insurers reported $4,823 in broker commissions paid to Jeffrey M Satterlee for plan year 2025, per Schedule A Part 1.
- Where is Jeffrey M Satterlee located?
- Jeffrey M Satterlee is based in Rio Rancho, NM and has employer clients in 6 states.
- How does Jeffrey M Satterlee rank among benefits brokers in New Mexico?
- Jeffrey M Satterlee ranks #3 by employer clients among the 50 most active benefits brokers based in New Mexico.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Jeffrey M Satterlee 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 |
|---|---|---|---|
| Topre America Corporation | AL | 1,606 | 2024-12-31 |
| Emerald Healthcare LLC | NY | 396 | 2025-03-31 |
| Jim S. Adler & Associates | TX | 253 | 2024-12-31 |
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Other benefits brokers in New Mexico
- Pension Planning Consultants, Inc.: 38 employer clients, $12,665 reported commissions (Albuquerque)
- Jeffrey Michael Satterlee: 17 employer clients, $71,095 reported commissions (Rio Rancho)
- Benefitsource Inc: 7 employer clients, $51,790 reported commissions (Albuquerque)
- Aon Risk Services West Inc: 7 employer clients, $111,404 reported commissions (Albuquerque)
- Axcess Financial, Inc.: 4 employer clients, $112,077 reported commissions (Albuquerque)
- True Coverage LLC: 1 employer clients, $83,022 reported commissions (Albuquerque)
- Abacus Retirement Solutions, LLC: 6 employer clients (Albuquerque)
- Reynaldo R Grajeda: 6 employer clients, $66 reported commissions (Albuquerque)
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.