Ann L Foletti
Petaluma, CA
Ann L Foletti of Petaluma, CA is the broker of record on 5 Form 5500 Schedule A filings covering 1 employer benefit plans, with $32,298 in reported broker commissions (plan year 2024).
Quick answer
Ann L Foletti (Petaluma, CA) is the broker of record for 1 employer benefit plan sponsor on 5 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does Ann L Foletti have?
- Ann L Foletti is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Ann L Foletti's largest employer clients?
- By plan participants, the largest include Crystal Springs Uplands School (136 participants).
- How much does Ann L Foletti earn in commissions?
- Insurers reported $32,298 in broker commissions paid to Ann L Foletti for plan year 2024, per Schedule A Part 1.
- Where is Ann L Foletti located?
- Ann L Foletti is based in Petaluma, CA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Ann L Foletti 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 |
|---|---|---|---|
| Crystal Springs Uplands School | CA | 136 | 2025-05-31 |
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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.