Fundz
Fundz
Benefits Intelligence/Broker Directory/Colorado

Geoff Cragg

Parker, CO

Geoff Cragg of Parker, CO is the broker of record on 6 Form 5500 Schedule A filings covering 4 employer benefit plans across 4 states, with $1,199 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
6
States served
4
Reported commissions
$1,199
plan year 2025

Quick answer

Geoff Cragg (Parker, CO) is the broker of record for 4 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Geoff Cragg have?
Geoff Cragg is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 4 states.
Who are Geoff Cragg's largest employer clients?
By plan participants, the largest include Patriot Growth Insurance Services, LLC (2,061 participants), Community Research Foundation (783 participants) and Haselden Construction LLC (382 participants).
How much does Geoff Cragg earn in commissions?
Insurers reported $1,199 in broker commissions paid to Geoff Cragg for plan year 2025, per Schedule A Part 1.
Where is Geoff Cragg located?
Geoff Cragg is based in Parker, CO and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Geoff Cragg 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
Patriot Growth Insurance Services, LLCPA2,0612025-12-31
Community Research FoundationCA7832026-02-28
Haselden Construction LLCCO3822025-12-31
1 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.