Katie D Alexander
Newnan, GA
Katie D Alexander of Newnan, GA is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $80 in reported broker commissions (plan year 2025).
Quick answer
Katie D Alexander (Newnan, GA) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Katie D Alexander have?
- Katie D Alexander is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
- Who are Katie D Alexander's largest employer clients?
- By plan participants, the largest include Syfan Logistics (382 participants) and Carolina Wholesale Group, Inc. (93 participants).
- How much does Katie D Alexander earn in commissions?
- Insurers reported $80 in broker commissions and $4 in fees paid to Katie D Alexander for plan year 2025, per Schedule A Part 1.
- Where is Katie D Alexander located?
- Katie D Alexander is based in Newnan, GA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Katie D Alexander 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 |
|---|---|---|---|
| Syfan Logistics | GA | 382 | 2024-12-31 |
| Carolina Wholesale Group, Inc. | IL | 93 | 2025-12-31 |
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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.