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Benefits Intelligence/Broker Directory/Illinois

M Ortiz

St Charles, IL

M Ortiz of St Charles, IL is the broker of record on 12 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $4,228 in reported broker commissions (plan year 2014).

Employer clients
3
distinct plan sponsors
Schedule A filings
12
States served
2
Reported commissions
$4,228
plan year 2014
Reported fees
$64

Employer clients

Plan sponsors naming M Ortiz 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
Neff Rental, LLCFL9672015-06-30
The Morey CorporationIL3742013-12-31
Draper & Kramer IncorporatedIL3392014-12-31

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.