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Benefits Intelligence/Broker Directory/New Mexico

Jonathan Michael Berg

Albuquerque, NM

Jonathan Michael Berg of Albuquerque, NM is the broker of record on 34 Form 5500 Schedule A filings covering 5 employer benefit plans across 2 states, with $278,500 in reported broker commissions (plan year 2025).

Employer clients
5
distinct plan sponsors
Schedule A filings
34
States served
2
Reported commissions
$278,500
plan year 2025
Reported fees
$33,851

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.

EmployerStateParticipantsPlan year end
American Council Of Engineering CompaniesTX44,4122017-12-31
Acec Life/Health Insurance Trust Benefit ConsortiumTX34,8922020-12-31
ArcaNM4412018-06-30
2 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.