Jeffrey Michael Satterlee
Rio Rancho, NM
Jeffrey Michael Satterlee of Rio Rancho, NM is the broker of record on 20 Form 5500 Schedule A filings covering 17 employer benefit plans across 9 states, with $71,095 in reported broker commissions (plan year 2025).
Quick answer
Jeffrey Michael Satterlee (Rio Rancho, NM) is the broker of record for 17 employer benefit plan sponsors on 20 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Jeffrey Michael Satterlee have?
- Jeffrey Michael Satterlee is named as broker on Form 5500 Schedule A filings for 17 distinct plan sponsors in 9 states.
- Who are Jeffrey Michael Satterlee's largest employer clients?
- By plan participants, the largest include Mrc Snf Management LLC (1,215 participants), Echo Maintenance, LLC (817 participants) and Rice Services, Inc. (596 participants).
- How much does Jeffrey Michael Satterlee earn in commissions?
- Insurers reported $71,095 in broker commissions paid to Jeffrey Michael Satterlee for plan year 2025, per Schedule A Part 1.
- Where is Jeffrey Michael Satterlee located?
- Jeffrey Michael Satterlee is based in Rio Rancho, NM and has employer clients in 9 states.
- How does Jeffrey Michael Satterlee rank among benefits brokers in New Mexico?
- Jeffrey Michael Satterlee ranks #2 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 Michael 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 |
|---|---|---|---|
| Mrc Snf Management LLC | NY | 1,215 | 2025-03-31 |
| Echo Maintenance, LLC | TX | 817 | 2025-12-31 |
| Rice Services, Inc. | CA | 596 | 2025-12-31 |
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Other benefits brokers in New Mexico
- Pension Planning Consultants, Inc.: 38 employer clients, $12,665 reported commissions (Albuquerque)
- 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)
- Jeffrey M Satterlee: 9 employer clients, $4,823 reported commissions (Rio Rancho)
- 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.