Seth Jason Kalkstein
Fort Myers, CT
Seth Jason Kalkstein of Fort Myers, CT is the broker of record on 15 Form 5500 Schedule A filings covering 10 employer benefit plans across 4 states, with $97,971 in reported broker commissions (plan year 2025).
Quick answer
Seth Jason Kalkstein (Fort Myers, CT) is the broker of record for 10 employer benefit plan sponsors on 15 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Seth Jason Kalkstein have?
- Seth Jason Kalkstein is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 4 states.
- Who are Seth Jason Kalkstein's largest employer clients?
- By plan participants, the largest include Illinois Bone And Joint Institute, LLC (1,941 participants), Pharmscript LLC (652 participants) and Harris Beach Murtha Cullina Pllc (539 participants).
- How much does Seth Jason Kalkstein earn in commissions?
- Insurers reported $97,971 in broker commissions and $9,514 in fees paid to Seth Jason Kalkstein for plan year 2025, per Schedule A Part 1.
- Where is Seth Jason Kalkstein located?
- Seth Jason Kalkstein is based in Fort Myers, CT and has employer clients in 4 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Seth Jason Kalkstein 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 |
|---|---|---|---|
| Illinois Bone And Joint Institute, LLC | IL | 1,941 | 2024-12-31 |
| Pharmscript LLC | NJ | 652 | 2025-12-31 |
| Harris Beach Murtha Cullina Pllc | NY | 539 | 2025-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow 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.
Other benefits brokers in Connecticut
- Bennie Insurance, LLC: 143 employer clients, $11,533,745 reported commissions (Stamford)
- Hp Planning LLC: 135 employer clients, $8,602,031 reported commissions (Norwalk)
- Professional Pensions Inc: 147 employer clients, $7,533,232 reported commissions (Wallingford)
- Usi Securities Inc: 108 employer clients, $2,398,043 reported commissions (Glastonbury)
- Employee Family Protection Inc: 58 employer clients, $2,065,441 reported commissions (Glastonbury)
- The Benefit Practice: 37 employer clients (Stamford)
- Smith Brothers Insurance, LLC: 44 employer clients, $1,663,303 reported commissions (Glastonbury)
- Wex Health, Inc.: 35 employer clients, $881,257 reported commissions (Weatogue)
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.