Chris Kelly
Santa Rosa, CA
Chris Kelly of Santa Rosa, CA is the broker of record on 17 Form 5500 Schedule A filings covering 9 employer benefit plans across 2 states, with $2,549 in reported broker commissions (plan year 2025).
Quick answer
Chris Kelly (Santa Rosa, CA) is the broker of record for 9 employer benefit plan sponsors on 17 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Chris Kelly have?
- Chris Kelly is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 2 states.
- Who are Chris Kelly's largest employer clients?
- By plan participants, the largest include Speedway Motorsports, LLC (693 participants), Golden State Orthopedics & Spine (558 participants) and Word & Brown Insurance Administrators, Inc (516 participants).
- How much does Chris Kelly earn in commissions?
- Insurers reported $2,549 in broker commissions and $135 in fees paid to Chris Kelly for plan year 2025, per Schedule A Part 1.
- Where is Chris Kelly located?
- Chris Kelly is based in Santa Rosa, CA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Chris Kelly 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 |
|---|---|---|---|
| Speedway Motorsports, LLC | NC | 693 | 2025-12-31 |
| Golden State Orthopedics & Spine | CA | 558 | 2025-12-31 |
| Word & Brown Insurance Administrators, Inc | CA | 516 | 2025-12-31 |
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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.