Carla Charley
Montrose, CO
Carla Charley of Montrose, CO is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $468 in reported broker commissions (plan year 2024).
Quick answer
Carla Charley (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 Carla Charley have?
- Carla Charley is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Carla Charley'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 Carla Charley earn in commissions?
- Insurers reported $468 in broker commissions and $98 in fees paid to Carla Charley for plan year 2024, per Schedule A Part 1.
- Where is Carla Charley located?
- Carla Charley is based in Montrose, CO.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Carla Charley 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 |
|---|---|---|---|
| Olathe Community Clinic, Inc. Dba River Valley Family Health Centers | CO | 108 | 2024-12-31 |
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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.