Fundz
Fundz
Benefits Intelligence/Broker Directory/Florida

Captured Moments By Kate LLC

Jacksonville, FL

Captured Moments By Kate LLC of Jacksonville, FL is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans, with $364 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$364
plan year 2025
Reported fees
$66

Quick answer

Captured Moments By Kate LLC (Jacksonville, FL) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Captured Moments By Kate LLC have?
Captured Moments By Kate LLC is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Captured Moments By Kate LLC's largest employer clients?
By plan participants, the largest include Pax Technology, Inc. (187 participants), Iventure Solutions (168 participants) and Koch Foundation Inc (1 participants).
How much does Captured Moments By Kate LLC earn in commissions?
Insurers reported $364 in broker commissions and $66 in fees paid to Captured Moments By Kate LLC for plan year 2025, per Schedule A Part 1.
Where is Captured Moments By Kate LLC located?
Captured Moments By Kate LLC is based in Jacksonville, FL.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Captured Moments By Kate LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Pax Technology, Inc.FL1872025-11-30
Iventure SolutionsFL1682025-12-31
Koch Foundation IncFL12025-05-14

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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.