How many employer clients does Colgate, Kristy have?

Colgate, Kristy is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.

Who are Colgate, Kristy's largest employer clients?

By plan participants, the largest include Barkan Management Company, Inc. (560 participants) and Needham Bank (374 participants).

How much does Colgate, Kristy earn in commissions?

Insurers reported $2,231 in broker commissions paid to Colgate, Kristy for plan year 2025, per Schedule A Part 1.

Where is Colgate, Kristy located?

Colgate, Kristy is based in Grafton, MA.

Benefits Intelligence/Broker Directory/Massachusetts

Colgate, Kristy

Grafton, MA

Colgate, Kristy of Grafton, MA is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans, with $2,231 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$2,231

plan year 2025

Quick answer

Colgate, Kristy (Grafton, MA) is the broker of record for 2 employer benefit plan sponsors on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Colgate, Kristy have?: Colgate, Kristy is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Colgate, Kristy's largest employer clients?: By plan participants, the largest include Barkan Management Company, Inc. (560 participants) and Needham Bank (374 participants).
How much does Colgate, Kristy earn in commissions?: Insurers reported $2,231 in broker commissions paid to Colgate, Kristy for plan year 2025, per Schedule A Part 1.
Where is Colgate, Kristy located?: Colgate, Kristy is based in Grafton, MA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Colgate, Kristy 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
Barkan Management Company, Inc.	MA	560	2024-12-31
Needham Bank	MA	374	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.