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Benefits Intelligence/Broker Directory/Michigan

Joseph J. Curtis Jr.

Troy, MI

Joseph J. Curtis Jr. of Troy, MI is the broker of record on 58 Form 5500 Schedule A filings covering 23 employer benefit plans, with $1,839,976 in reported broker commissions (plan year 2021).

Employer clients
23
distinct plan sponsors
Schedule A filings
58
States served
1
Reported commissions
$1,839,976
plan year 2021
Reported fees
$112,523

Employer clients

Plan sponsors naming Joseph J. Curtis Jr. 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
Integrated Manufacturing & Assembly, LLCMI1,4012018-12-31
Caidan Management Company LLCMI4932012-12-31
Utility Resource Group, LLCMI4752021-04-30
20 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.