Fundz
Fundz
Benefits Intelligence/Broker Directory/Colorado

Katherine S Keast-Anderson

Thornton, CO

Katherine S Keast-Anderson of Thornton, CO is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans, with $358 in reported broker commissions (plan year 2024).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$358
plan year 2024

Quick answer

Katherine S Keast-Anderson (Thornton, CO) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Katherine S Keast-Anderson have?
Katherine S Keast-Anderson is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Katherine S Keast-Anderson's largest employer clients?
By plan participants, the largest include Premier Members Credit Union (281 participants), Via Mobility Services (129 participants) and Woodley'S Fine Furniture, Inc. (116 participants).
How much does Katherine S Keast-Anderson earn in commissions?
Insurers reported $358 in broker commissions paid to Katherine S Keast-Anderson for plan year 2024, per Schedule A Part 1.
Where is Katherine S Keast-Anderson located?
Katherine S Keast-Anderson is based in Thornton, CO.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Katherine S Keast-Anderson 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
Premier Members Credit UnionCO2812024-12-31
Via Mobility ServicesCO1292024-12-31
Woodley'S Fine Furniture, Inc.CO1162025-02-28

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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.