Jonathan Michael Berg
Albuquerque, NM
Jonathan Michael Berg of Albuquerque, NM is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $9,993 in reported broker commissions (plan year 2025).
Quick answer
Jonathan Michael Berg (Albuquerque, NM) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Jonathan Michael Berg have?
- Jonathan Michael Berg is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Jonathan Michael Berg's largest employer clients?
- By plan participants, the largest include Ben Archer Health Center (267 participants).
- How much does Jonathan Michael Berg earn in commissions?
- Insurers reported $9,993 in broker commissions and $2,518 in fees paid to Jonathan Michael Berg for plan year 2025, per Schedule A Part 1.
- Where is Jonathan Michael Berg located?
- Jonathan Michael Berg is based in Albuquerque, NM.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Jonathan Michael Berg 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 |
|---|---|---|---|
| Ben Archer Health Center | NM | 267 | 2025-12-31 |
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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.