Jeffrey Satterlee
Rio Rancho, NM
Jeffrey Satterlee of Rio Rancho, NM is the broker of record on 7 Form 5500 Schedule A filings covering 5 employer benefit plans across 3 states, with $506 in reported broker commissions (plan year 2025).
Quick answer
Jeffrey Satterlee (Rio Rancho, NM) 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 Satterlee have?
- Jeffrey Satterlee is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 3 states.
- Who are Jeffrey Satterlee's largest employer clients?
- By plan participants, the largest include Missouri Valley College (188 participants), Osage Industries, Inc. (152 participants) and Yeh And Associates, Inc. (128 participants).
- How much does Jeffrey Satterlee earn in commissions?
- Insurers reported $506 in broker commissions paid to Jeffrey Satterlee for plan year 2025, per Schedule A Part 1.
- Where is Jeffrey Satterlee located?
- Jeffrey Satterlee is based in Rio Rancho, NM and has employer clients in 3 states.
- How does Jeffrey Satterlee rank among benefits brokers in New Mexico?
- Jeffrey Satterlee ranks #9 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 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 |
|---|---|---|---|
| Missouri Valley College | MO | 188 | 2025-12-31 |
| Osage Industries, Inc. | MO | 152 | 2025-12-31 |
| Yeh And Associates, Inc. | CO | 128 | 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)
- 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)
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.