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Benefits Intelligence/Broker Directory/Nebraska

Stephanie Noelle Kugler

Elkhorn, NE

Stephanie Noelle Kugler of Elkhorn, NE is the broker of record on 32 Form 5500 Schedule A filings covering 25 employer benefit plans across 5 states, with $20,548 in reported broker commissions (plan year 2025).

Employer clients
25
distinct plan sponsors
Schedule A filings
32
States served
5
Reported commissions
$20,548
plan year 2025
Reported fees
$8,574

Quick answer

Stephanie Noelle Kugler (Elkhorn, NE) is the broker of record for 25 employer benefit plan sponsors on 32 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Stephanie Noelle Kugler have?
Stephanie Noelle Kugler is named as broker on Form 5500 Schedule A filings for 25 distinct plan sponsors in 5 states.
Who are Stephanie Noelle Kugler's largest employer clients?
By plan participants, the largest include California Closets Holding (1,529 participants), Point Quest, Inc. (1,476 participants) and California Charter Schools Ewbt (1,195 participants).
How much does Stephanie Noelle Kugler earn in commissions?
Insurers reported $20,548 in broker commissions and $8,574 in fees paid to Stephanie Noelle Kugler for plan year 2025, per Schedule A Part 1.
Where is Stephanie Noelle Kugler located?
Stephanie Noelle Kugler is based in Elkhorn, NE and has employer clients in 5 states.
How does Stephanie Noelle Kugler rank among benefits brokers in Nebraska?
Stephanie Noelle Kugler ranks #13 by employer clients among the 50 most active benefits brokers based in Nebraska.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Stephanie Noelle Kugler 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
California Closets HoldingAZ1,5292025-12-31
Point Quest, Inc.CA1,4762024-12-31
California Charter Schools EwbtCA1,1952025-12-31
22 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.