Lisa Hamlett
Valhalla, NC
Lisa Hamlett of Valhalla, NC is the broker of record on 10 Form 5500 Schedule A filings covering 5 employer benefit plans, with $1,435,866 in reported broker commissions (plan year 2025).
Quick answer
Lisa Hamlett (Valhalla, NC) is the broker of record for 5 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Lisa Hamlett have?
- Lisa Hamlett is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors.
- Who are Lisa Hamlett's largest employer clients?
- By plan participants, the largest include Hafele America Co. (504 participants), Meredith College (260 participants) and Polyquest, Inc. (238 participants).
- How much does Lisa Hamlett earn in commissions?
- Insurers reported $1.4 million in broker commissions paid to Lisa Hamlett for plan year 2025, per Schedule A Part 1.
- Where is Lisa Hamlett located?
- Lisa Hamlett is based in Valhalla, NC.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Lisa Hamlett 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 |
|---|---|---|---|
| Hafele America Co. | NC | 504 | 2025-12-31 |
| Meredith College | NC | 260 | 2025-12-31 |
| Polyquest, Inc. | NC | 238 | 2026-03-31 |
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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.