Kristin Lease
Los Alamitos, CA
Kristin Lease of Los Alamitos, CA is the broker of record on 23 Form 5500 Schedule A filings covering 21 employer benefit plans across 6 states, with $13,533 in reported broker commissions (plan year 2025).
Employer clients
Plan sponsors naming Kristin Lease 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 |
|---|---|---|---|
| Windsor Fashion, LLC | CA | 1,241 | 2025-07-31 |
| Gulph Creek Hotels | PA | 548 | 2025-04-30 |
| Roger Cleveland Golf Co., Inc. | CA | 451 | 2025-09-30 |
Know who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in California
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.