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Benefits Intelligence/Broker Directory/Puerto Rico

Simonpietri Insurance Agency

San Juan, PR

Simonpietri Insurance Agency of San Juan, PR is the broker of record on 165 Form 5500 Schedule A filings covering 54 employer benefit plans across 4 states, with $1,261,504 in reported broker commissions (plan year 2016).

Employer clients
54
distinct plan sponsors
Schedule A filings
165
States served
4
Reported commissions
$1,261,504
plan year 2016
Reported fees
$558,220

Employer clients

Plan sponsors naming Simonpietri Insurance Agency 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
Servicios De Salud Episcopales, Inc.PR2,2702009-12-31
Merck Sharp & Dohme Quimica De Puerto Rico, Ltd.PR1,2762009-12-31
Msd International Gmbh (Puerto Rico Branch) LLCPR1,0812011-12-31
51 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.