Klein Inc
Glencoe, IL
Klein Inc of Glencoe, IL is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $4,768 in reported broker commissions (plan year 2025).
Quick answer
Klein Inc (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 Klein Inc have?
- Klein Inc is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
- Who are Klein Inc's largest employer clients?
- By plan participants, the largest include Utz Quality Foods, LLC (2,955 participants), Feeding America (328 participants) and Cave Enterprises (289 participants).
- How much does Klein Inc earn in commissions?
- Insurers reported $4,768 in broker commissions and $93 in fees paid to Klein Inc for plan year 2025, per Schedule A Part 1.
- Where is Klein Inc located?
- Klein Inc is based in Glencoe, IL and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Klein Inc 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 | 2,955 | 2024-12-31 |
| Feeding America | IL | 328 | 2025-12-31 |
| Cave Enterprises | IL | 289 | 2026-04-30 |
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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.