Cassandra Loard
Minot, ND
Cassandra Loard of Minot, ND is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans, with $4,686 in reported broker commissions (plan year 2025).
Quick answer
Cassandra Loard (Minot, ND) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Cassandra Loard have?
- Cassandra Loard is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
- Who are Cassandra Loard's largest employer clients?
- By plan participants, the largest include Westlie Motor Company (172 participants), Town & Country Credit Union (129 participants) and Food Management Investors, Inc. (126 participants).
- How much does Cassandra Loard earn in commissions?
- Insurers reported $4,686 in broker commissions and $129 in fees paid to Cassandra Loard for plan year 2025, per Schedule A Part 1.
- Where is Cassandra Loard located?
- Cassandra Loard is based in Minot, ND.
- How does Cassandra Loard rank among benefits brokers in North Dakota?
- Cassandra Loard ranks #27 by employer clients among the 50 most active benefits brokers based in North Dakota.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Cassandra Loard 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 |
|---|---|---|---|
| Westlie Motor Company | ND | 172 | 2025-12-31 |
| Town & Country Credit Union | ND | 129 | 2025-12-31 |
| Food Management Investors, Inc. | ND | 126 | 2025-07-31 |
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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.