PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
WILLIAM J LOEFFERT

Welfare broker

WILLIAM J LOEFFERT

Mailing address (most recent filing)

145 PINELAWN ROAD

STE 340 SOUTH

MELVILLE, NY 11747

Total comp: $42K
Commissions: $42K
Fees: $0
Filings: 5
Sponsors: 5

Not enough current filings to build analytics for WILLIAM J LOEFFERT.

No sponsors where WILLIAM J LOEFFERT is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
WILLIAM J LOEFFERT

Welfare broker

WILLIAM J LOEFFERT

Mailing address (most recent filing)

145 PINELAWN ROAD

STE 340 SOUTH

MELVILLE, NY 11747

Total comp: $42K
Commissions: $42K
Fees: $0
Filings: 5
Sponsors: 5

Not enough current filings to build analytics for WILLIAM J LOEFFERT.

No sponsors where WILLIAM J LOEFFERT is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms