Kathleen Theresa Vokral
Billings, MT
Kathleen Theresa Vokral of Billings, MT is the broker of record on 6 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $3,859 in reported broker commissions (plan year 2025).
Quick answer
Kathleen Theresa Vokral (Billings, MT) is the broker of record for 4 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Kathleen Theresa Vokral have?
- Kathleen Theresa Vokral is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.
- Who are Kathleen Theresa Vokral's largest employer clients?
- By plan participants, the largest include Upmc (94,391 participants), Menholt Automotive Group (332 participants) and Island Mountain Development Group (292 participants).
- How much does Kathleen Theresa Vokral earn in commissions?
- Insurers reported $3,859 in broker commissions and $217 in fees paid to Kathleen Theresa Vokral for plan year 2025, per Schedule A Part 1.
- Where is Kathleen Theresa Vokral located?
- Kathleen Theresa Vokral is based in Billings, MT and has employer clients in 2 states.
- How does Kathleen Theresa Vokral rank among benefits brokers in Montana?
- Kathleen Theresa Vokral ranks #17 by employer clients among the 50 most active benefits brokers based in Montana.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Kathleen Theresa Vokral 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 |
|---|---|---|---|
| Upmc | PA | 94,391 | 2024-12-31 |
| Menholt Automotive Group | MT | 332 | 2025-12-31 |
| Island Mountain Development Group | MT | 292 | 2025-12-31 |
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Other benefits brokers in Montana
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- Leavitt Group: 39 employer clients, $1,034,854 reported commissions (Billings)
- Hub International Mountain States: 21 employer clients, $280,702 reported commissions (Kalispell)
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- Leavitt Great West Ins Services LLC: 9 employer clients, $177,930 reported commissions (Billings)
- Leavitt Great West Insurance Servic: 8 employer clients, $122,470 reported commissions (Billings)
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.