Kathy Perkins
Christiana, TN
Kathy Perkins of Christiana, TN is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $315 in reported broker commissions (plan year 2025).
Quick answer
Kathy Perkins (Christiana, TN) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Kathy Perkins have?
- Kathy Perkins is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
- Who are Kathy Perkins's largest employer clients?
- By plan participants, the largest include Plantation Management Company, LLC (632 participants), The Citizens Bank Of Philadelphia (239 participants) and Kraftcpas Pllc.
- How much does Kathy Perkins earn in commissions?
- Insurers reported $315 in broker commissions paid to Kathy Perkins for plan year 2025, per Schedule A Part 1.
- Where is Kathy Perkins located?
- Kathy Perkins is based in Christiana, TN and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Kathy Perkins 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 |
|---|---|---|---|
| Plantation Management Company, LLC | LA | 632 | 2025-12-31 |
| The Citizens Bank Of Philadelphia | MS | 239 | 2025-12-31 |
| Kraftcpas Pllc | TN | 0 | 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.