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Benefits Intelligence/Broker Directory/Georgia

Klingbeil And Associates Inc

Atlanta, GA

Klingbeil And Associates Inc of Atlanta, GA is the broker of record on 299 Form 5500 Schedule A filings covering 130 employer benefit plans across 25 states, with $130,500 in reported broker commissions (plan year 2022).

Employer clients
130
distinct plan sponsors
Schedule A filings
299
States served
25
Reported commissions
$130,500
plan year 2022
Reported fees
$147,479

Employer clients

Plan sponsors naming Klingbeil And Associates Inc 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
Averitt Express, IncTN7,8192016-12-31
Rtg Furniture Corp. And AffiliatesFL6,6322018-12-31
Steward Health Care System LLCMA4,5592016-12-31
127 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.