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Benefits Intelligence/Broker Directory/Illinois

Michael A Ortiz

Elgin, IL

Michael A Ortiz of Elgin, IL is the broker of record on 18 Form 5500 Schedule A filings covering 11 employer benefit plans across 3 states, with $281 in reported broker commissions (plan year 2025).

Employer clients
11
distinct plan sponsors
Schedule A filings
18
States served
3
Reported commissions
$281
plan year 2025

Quick answer

Michael A Ortiz (Elgin, IL) is the broker of record for 11 employer benefit plan sponsors on 18 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Michael A Ortiz have?
Michael A Ortiz is named as broker on Form 5500 Schedule A filings for 11 distinct plan sponsors in 3 states.
Who are Michael A Ortiz's largest employer clients?
By plan participants, the largest include Regis Hr Group (4,069 participants), Mcgrath-Colosimo Ltd (743 participants) and Quail Ridge Property Owners Association Inc (307 participants).
How much does Michael A Ortiz earn in commissions?
Insurers reported $281 in broker commissions paid to Michael A Ortiz for plan year 2025, per Schedule A Part 1.
Where is Michael A Ortiz located?
Michael A Ortiz is based in Elgin, IL and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Michael A 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
Regis Hr GroupFL4,0692025-12-31
Mcgrath-Colosimo LtdIL7432025-12-31
Quail Ridge Property Owners Association IncFL3072025-12-31
8 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.