PlanOptica

Stephen G Schultz

Mailing address (most recent filing)
231 S 3RD ST.
CATAWISSA, PA 19125
Total comp
$8K
Commissions
$5K
Fees
$3K
Filings
4
Sponsors
4

Stephen G Schultz summary

Stephen G Schultz appears as a broker on 4 Form 5500 Schedule A filings for 4 employer sponsors. Insurers reported $8K in commissions and fees paid to Stephen G Schultz. Most client plans are sponsored in PA. The most common carriers in the book are HM Life Insurance Company. The largest clients include Evergreen Oilfield Solutions, LLC.

Primary-broker plans
1
Covered premium
$171K
Market share
0.000%
Of all reported broker comp

Top 1 client plans by premium

Plans where Stephen G Schultz is the primary broker on the latest filing

SponsorStatePremiumCovered
Evergreen Oilfield Solutions, LLCPA$176K75

Top client states

  • PA1 plan

Frequently asked questions

Who uses Stephen G Schultz?
4 employer sponsors list Stephen G Schultz as a broker on Schedule A of Form 5500. The largest clients include Evergreen Oilfield Solutions, LLC. Most client plans are sponsored in PA.
How many employer plans does Stephen G Schultz serve?
Stephen G Schultz appears on 4 Schedule A filings for 4 employer health and benefits plan sponsors.
How much does Stephen G Schultz earn?
Insurers reported $8K in total compensation paid to Stephen G Schultz: $5K in commissions and $3K in fees. Schedule A reports what insurers pay brokers, not fees that employers pay directly.

Analytics

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  • Carrier mix
  • Top carrier partners
  • Top states
  • Top industries by premium
  • Sponsor-size mix

Book of business

1-1 of 1 sponsor where Stephen G Schultz is the primary broker (latest filing per plan).

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  • Every client plan on this book
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