Jk Haley & Associates
Chicago, IL
Jk Haley & Associates of Chicago, IL is the broker of record on 7 Form 5500 Schedule A filings covering 5 employer benefit plans across 4 states, with $197,301 in reported broker commissions (plan year 2025).
Employer clients
Plan sponsors naming Jk Haley & Associates 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 |
|---|---|---|---|
| Guggenheim Capital LLC | IL | 2,063 | 2024-12-31 |
| Guggenheim Services, LLC | IL | 1,767 | 2025-12-31 |
| Stonebriar Auto Services LLC Dba Jiffy Lube | TX | 887 | 2026-03-31 |
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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.