Jonathan Samuel Kirkland
Alpharetta, GA
Jonathan Samuel Kirkland of Alpharetta, GA is the broker of record on 17 Form 5500 Schedule A filings covering 12 employer benefit plans across 4 states, with $341 in reported broker commissions (plan year 2025).
Quick answer
Jonathan Samuel Kirkland (Alpharetta, GA) is the broker of record for 12 employer benefit plan sponsors on 17 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Jonathan Samuel Kirkland have?
- Jonathan Samuel Kirkland is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 4 states.
- Who are Jonathan Samuel Kirkland's largest employer clients?
- By plan participants, the largest include San Luis Valley Health (447 participants), Et Investments LLC (343 participants) and Premier Members Credit Union (260 participants).
- How much does Jonathan Samuel Kirkland earn in commissions?
- Insurers reported $341 in broker commissions paid to Jonathan Samuel Kirkland for plan year 2025, per Schedule A Part 1.
- Where is Jonathan Samuel Kirkland located?
- Jonathan Samuel Kirkland is based in Alpharetta, GA and has employer clients in 4 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Jonathan Samuel Kirkland 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 |
|---|---|---|---|
| San Luis Valley Health | CO | 447 | 2025-12-31 |
| Et Investments LLC | CO | 343 | 2024-12-31 |
| Premier Members Credit Union | CO | 260 | 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.