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Benefits Intelligence/Broker Directory/Virginia

Katrina D Aiken

Lynchburg, VA

Katrina D Aiken of Lynchburg, VA is the broker of record on 12 Form 5500 Schedule A filings covering 9 employer benefit plans across 5 states, with $181 in reported broker commissions (plan year 2025).

Employer clients
9
distinct plan sponsors
Schedule A filings
12
States served
5
Reported commissions
$181
plan year 2025

Employer clients

Plan sponsors naming Katrina D Aiken 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
UpmcPA94,3912024-12-31
James River EquipmentVA1,4962025-02-28
Speedway Motorsports, LLCNC6932025-12-31
6 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.