How many employer clients does Katrina D Aiken have?

Katrina D Aiken is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 5 states.

Who are Katrina D Aiken's largest employer clients?

By plan participants, the largest include Upmc (94,391 participants), James River Equipment (1,496 participants) and Speedway Motorsports, LLC (693 participants).

How much does Katrina D Aiken earn in commissions?

Insurers reported $197 in broker commissions paid to Katrina D Aiken for plan year 2025, per Schedule A Part 1.

Where is Katrina D Aiken located?

Katrina D Aiken is based in Lynchburg, VA and has employer clients in 5 states.

Benefits Intelligence/Broker Directory/Virginia

Katrina D Aiken

Lynchburg, VA

Katrina D Aiken of Lynchburg, VA is the broker of record on 15 Form 5500 Schedule A filings covering 10 employer benefit plans across 5 states, with $197 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$197

plan year 2025

Quick answer

Katrina D Aiken (Lynchburg, VA) is the broker of record for 10 employer benefit plan sponsors on 15 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Katrina D Aiken have?: Katrina D Aiken is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 5 states.
Who are Katrina D Aiken's largest employer clients?: By plan participants, the largest include Upmc (94,391 participants), James River Equipment (1,496 participants) and Speedway Motorsports, LLC (693 participants).
How much does Katrina D Aiken earn in commissions?: Insurers reported $197 in broker commissions paid to Katrina D Aiken for plan year 2025, per Schedule A Part 1.
Where is Katrina D Aiken located?: Katrina D Aiken is based in Lynchburg, VA and has employer clients in 5 states.

Source: Fundz verified event record.

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.

Employer	State	Participants	Plan year end
Upmc	PA	94,391	2024-12-31
James River Equipment	VA	1,496	2025-02-28
Speedway Motorsports, LLC	NC	693	2025-12-31

7 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Other benefits brokers in Virginia

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Usi Southwest Inc: 185 employer clients, $13,572,992 reported commissions (Virginia Beach)
Armfield Harrison & Thomas: 114 employer clients, $2,485,330 reported commissions (Leesburg)
Kibble & Prentice Holding Company: 96 employer clients, $2,457,483 reported commissions (Virginia Beach)
Patriot Growth Ins Services LLC: 95 employer clients, $2,739,983 reported commissions (Fairfax)
Hilb Group Of Maryland: 78 employer clients, $4,903,158 reported commissions (Leesburg)

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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.