form5500lookup

Benefits broker of record · RIO RANCHO, NM

JEFFREY MICHAEL SATTERLEE

JEFFREY MICHAEL SATTERLEE of RIO RANCHO, NM is named as the broker of record on 15 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
15
Book size
$10k–100k
States
NM

Book profile

JEFFREY MICHAEL SATTERLEE brokers 15 insured contracts for 1 employer covering 89 people, all in TX.

Vision is the largest line (1 contracts), followed by life (1).

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (1, about 7%).

Renewals are spread through the year; November is the busiest month at 7% of contracts.

Carriers in the book
Employer states
Lines of coverage

vision 1 · life 1

Renewals by month
  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
PETERS CHEVROLET INCLONGVIEW, TXTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICANovember

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A