Fundz
Fundz
Benefits Intelligence/Broker Directory/Colorado

Jose De Los Santos Iii

Parker, CO

Jose De Los Santos Iii of Parker, CO is the broker of record on 21 Form 5500 Schedule A filings covering 14 employer benefit plans across 3 states, with $341 in reported broker commissions (plan year 2025).

Employer clients
14
distinct plan sponsors
Schedule A filings
21
States served
3
Reported commissions
$341
plan year 2025

Quick answer

Jose De Los Santos Iii (Parker, CO) is the broker of record for 14 employer benefit plan sponsors on 21 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Jose De Los Santos Iii have?
Jose De Los Santos Iii is named as broker on Form 5500 Schedule A filings for 14 distinct plan sponsors in 3 states.
Who are Jose De Los Santos Iii's largest employer clients?
By plan participants, the largest include Envision Management (1,450 participants), Transwest Trucks Inc (918 participants) and San Luis Valley Health (447 participants).
How much does Jose De Los Santos Iii earn in commissions?
Insurers reported $341 in broker commissions paid to Jose De Los Santos Iii for plan year 2025, per Schedule A Part 1.
Where is Jose De Los Santos Iii located?
Jose De Los Santos Iii is based in Parker, CO and has employer clients in 3 states.
How does Jose De Los Santos Iii rank among benefits brokers in Colorado?
Jose De Los Santos Iii ranks #20 by employer clients among the 50 most active benefits brokers based in Colorado.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Jose De Los Santos Iii 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
Envision ManagementCO1,4502024-12-31
Transwest Trucks IncCO9182025-12-31
San Luis Valley HealthCO4472025-12-31
11 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

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.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in Colorado

All brokers in Colorado →

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.