How many employer clients does David R Lattimer have?

David R Lattimer is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors.

Who are David R Lattimer's largest employer clients?

By plan participants, the largest include La Posada At Park Centre (427 participants), Oakcraft, Inc. (240 participants) and Winslow Memorial Hospital, Inc. (207 participants).

How much does David R Lattimer earn in commissions?

Insurers reported $1,372 in broker commissions and $112 in fees paid to David R Lattimer for plan year 2025, per Schedule A Part 1.

Where is David R Lattimer located?

David R Lattimer is based in Glendale, AZ.

Benefits Intelligence/Broker Directory/Arizona

David R Lattimer

Glendale, AZ

David R Lattimer of Glendale, AZ is the broker of record on 10 Form 5500 Schedule A filings covering 8 employer benefit plans, with $1,372 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$1,372

plan year 2025

Reported fees

$112

Quick answer

David R Lattimer (Glendale, AZ) is the broker of record for 8 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does David R Lattimer have?: David R Lattimer is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors.
Who are David R Lattimer's largest employer clients?: By plan participants, the largest include La Posada At Park Centre (427 participants), Oakcraft, Inc. (240 participants) and Winslow Memorial Hospital, Inc. (207 participants).
How much does David R Lattimer earn in commissions?: Insurers reported $1,372 in broker commissions and $112 in fees paid to David R Lattimer for plan year 2025, per Schedule A Part 1.
Where is David R Lattimer located?: David R Lattimer is based in Glendale, AZ.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming David R Lattimer 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
La Posada At Park Centre	AZ	427	2025-12-31
Oakcraft, Inc.	AZ	240	2025-12-31
Winslow Memorial Hospital, Inc.	AZ	207	2024-12-31

5 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.