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Benefits Intelligence/Broker Directory/Colorado

Beverly J Garretson

Montrose, CO

Beverly J Garretson of Montrose, CO is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $25 in reported broker commissions (plan year 2024).

Employer clients
1
distinct plan sponsors
Schedule A filings
1
States served
1
Reported commissions
$25
plan year 2024

Quick answer

Beverly J Garretson (Montrose, CO) is the broker of record for 1 employer benefit plan sponsor on 1 Form 5500 Schedule A filing, plan year 2024.

How many employer clients does Beverly J Garretson have?
Beverly J Garretson is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Beverly J Garretson's largest employer clients?
By plan participants, the largest include Olathe Community Clinic, Inc. Dba River Valley Family Health Centers (108 participants).
How much does Beverly J Garretson earn in commissions?
Insurers reported $25 in broker commissions paid to Beverly J Garretson for plan year 2024, per Schedule A Part 1.
Where is Beverly J Garretson located?
Beverly J Garretson is based in Montrose, CO.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Beverly J Garretson 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
Olathe Community Clinic, Inc. Dba River Valley Family Health CentersCO1082024-12-31

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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.