How many employer clients does Julie-Ann Klein have?

Julie-Ann Klein is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.

Who are Julie-Ann Klein's largest employer clients?

By plan participants, the largest include Utz Quality Foods, LLC (2,290 participants), Feeding America (328 participants) and Cave Enterprises (200 participants).

How much does Julie-Ann Klein earn in commissions?

Insurers reported $37,327 in broker commissions paid to Julie-Ann Klein for plan year 2025, per Schedule A Part 1.

Where is Julie-Ann Klein located?

Julie-Ann Klein is based in Glencoe, IL and has employer clients in 2 states.

Benefits Intelligence/Broker Directory/Illinois

Julie-Ann Klein

Glencoe, IL

Julie-Ann Klein of Glencoe, IL is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $37,327 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$37,327

plan year 2025

Quick answer

Julie-Ann Klein (Glencoe, IL) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Julie-Ann Klein have?: Julie-Ann Klein is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are Julie-Ann Klein's largest employer clients?: By plan participants, the largest include Utz Quality Foods, LLC (2,290 participants), Feeding America (328 participants) and Cave Enterprises (200 participants).
How much does Julie-Ann Klein earn in commissions?: Insurers reported $37,327 in broker commissions paid to Julie-Ann Klein for plan year 2025, per Schedule A Part 1.
Where is Julie-Ann Klein located?: Julie-Ann Klein is based in Glencoe, IL and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Julie-Ann Klein 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
Utz Quality Foods, LLC	PA	2,290	2025-12-31
Feeding America	IL	328	2025-12-31
Cave Enterprises	IL	200	2025-04-30

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 now Book a 15-min walkthrough

Other benefits brokers in Illinois

Gallagher Benefit Services, Inc.: 4,817 employer clients, $648,000,465 reported commissions (Rolling Meadows)
Mercer Health And Benefits, LLC: 2,605 employer clients, $527,815,999 reported commissions (Chicago)
Gis Benefits Inc: 2,314 employer clients, $23,768,902 reported commissions (Morris)
Aon Consulting Inc: 1,461 employer clients, $177,097,078 reported commissions (Chicago)
Hub International Midwest Limited: 1,700 employer clients, $100,391,255 reported commissions (Chicago)
Watchtower Benefits, LLC: 1,386 employer clients, $3,262,244 reported commissions (Chicago)
Alera Group, Inc.: 1,252 employer clients, $14,671,515 reported commissions (Deerfield)
Watchtower Technologies Inc: 954 employer clients, $1,917,156 reported commissions (Chicago)

All brokers in Illinois →

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.