Krista Anne Rotondi
Ballston Spa, NY
Krista Anne Rotondi of Ballston Spa, NY is the broker of record on 10 Form 5500 Schedule A filings covering 8 employer benefit plans across 3 states, with $8,450 in reported broker commissions (plan year 2025).
Quick answer
Krista Anne Rotondi (Ballston Spa, NY) is the broker of record for 8 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Krista Anne Rotondi have?
- Krista Anne Rotondi is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 3 states.
- Who are Krista Anne Rotondi's largest employer clients?
- By plan participants, the largest include Upmc (94,391 participants), Aflac Incorporated (5,949 participants) and Oneida Healthcare (888 participants).
- How much does Krista Anne Rotondi earn in commissions?
- Insurers reported $8,450 in broker commissions and $160 in fees paid to Krista Anne Rotondi for plan year 2025, per Schedule A Part 1.
- Where is Krista Anne Rotondi located?
- Krista Anne Rotondi is based in Ballston Spa, NY and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Krista Anne Rotondi 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 |
| Aflac Incorporated | GA | 5,949 | 2024-12-31 |
| Oneida Healthcare | NY | 888 | 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.