Steven Rees
Phoenix, AZ
Steven Rees of Phoenix, AZ is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans, with $274,465 in reported broker commissions (plan year 2025).
Quick answer
Steven Rees (Phoenix, AZ) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Steven Rees have?
- Steven Rees is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
- Who are Steven Rees's largest employer clients?
- By plan participants, the largest include Ccs Global, LLC (298 participants), Rango, Inc (203 participants) and New Gen Admin Services LLC (132 participants).
- How much does Steven Rees earn in commissions?
- Insurers reported $274,465 in broker commissions paid to Steven Rees for plan year 2025, per Schedule A Part 1.
- Where is Steven Rees located?
- Steven Rees is based in Phoenix, AZ.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Steven Rees 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 |
|---|---|---|---|
| Ccs Global, LLC | AZ | 298 | 2024-12-31 |
| Rango, Inc | AZ | 203 | 2024-12-31 |
| New Gen Admin Services LLC | AZ | 132 | 2024-12-31 |
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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.