How many employer clients does Tara M Heller have?

Tara M Heller is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 4 states.

Who are Tara M Heller's largest employer clients?

By plan participants, the largest include Thrall Enterprises, Inc. (345 participants), Valeo Behavioral Health Care Inc. (327 participants) and Maguire Tank, Inc. Maguire Iron, Inc. (281 participants).

How much does Tara M Heller earn in commissions?

Insurers reported $6,236 in broker commissions and $69 in fees paid to Tara M Heller for plan year 2025, per Schedule A Part 1.

Where is Tara M Heller located?

Tara M Heller is based in Kansas City, MO and has employer clients in 4 states.

Benefits Intelligence/Broker Directory/Missouri

Tara M Heller

Kansas City, MO

Tara M Heller of Kansas City, MO is the broker of record on 7 Form 5500 Schedule A filings covering 5 employer benefit plans across 4 states, with $6,236 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$6,236

plan year 2025

Reported fees

$69

Quick answer

Tara M Heller (Kansas City, MO) is the broker of record for 5 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Tara M Heller have?: Tara M Heller is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 4 states.
Who are Tara M Heller's largest employer clients?: By plan participants, the largest include Thrall Enterprises, Inc. (345 participants), Valeo Behavioral Health Care Inc. (327 participants) and Maguire Tank, Inc. Maguire Iron, Inc. (281 participants).
How much does Tara M Heller earn in commissions?: Insurers reported $6,236 in broker commissions and $69 in fees paid to Tara M Heller for plan year 2025, per Schedule A Part 1.
Where is Tara M Heller located?: Tara M Heller is based in Kansas City, MO and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Tara M Heller 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
Thrall Enterprises, Inc.	IL	345	2024-12-31
Valeo Behavioral Health Care Inc.	KS	327	2025-12-31
Maguire Tank, Inc. Maguire Iron, Inc.	SD	281	2025-12-31

2 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.