Tracy Katz LLC
Birmingham, MI
Tracy Katz LLC of Birmingham, MI is the broker of record on 42 Form 5500 Schedule A filings covering 29 employer benefit plans across 5 states, with $35,146 in reported broker commissions (plan year 2025).
Quick answer
Tracy Katz LLC (Birmingham, MI) is the broker of record for 29 employer benefit plan sponsors on 42 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Tracy Katz LLC have?
- Tracy Katz LLC is named as broker on Form 5500 Schedule A filings for 29 distinct plan sponsors in 5 states.
- Who are Tracy Katz LLC's largest employer clients?
- By plan participants, the largest include Rivian, LLC (13,346 participants), Nikola Corporation (976 participants) and Hollingsworth Management Services (935 participants).
- How much does Tracy Katz LLC earn in commissions?
- Insurers reported $35,146 in broker commissions paid to Tracy Katz LLC for plan year 2025, per Schedule A Part 1.
- Where is Tracy Katz LLC located?
- Tracy Katz LLC is based in Birmingham, MI and has employer clients in 5 states.
- How does Tracy Katz LLC rank among benefits brokers in Michigan?
- Tracy Katz LLC ranks #31 by employer clients among the 50 most active benefits brokers based in Michigan.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Tracy Katz LLC 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 |
|---|---|---|---|
| Rivian, LLC | CA | 13,346 | 2024-12-31 |
| Nikola Corporation | AZ | 976 | 2024-12-31 |
| Hollingsworth Management Services | MI | 935 | 2025-12-31 |
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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.