Joan Yates
Broomfield, CO
Joan Yates of Broomfield, CO is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $52 in reported broker commissions (plan year 2025).
Quick answer
Joan Yates (Broomfield, CO) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Joan Yates have?
- Joan Yates is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Joan Yates's largest employer clients?
- By plan participants, the largest include Christian Living Communities (448 participants).
- How much does Joan Yates earn in commissions?
- Insurers reported $52 in broker commissions paid to Joan Yates for plan year 2025, per Schedule A Part 1.
- Where is Joan Yates located?
- Joan Yates is based in Broomfield, CO.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Joan Yates 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 |
|---|---|---|---|
| Christian Living Communities | CO | 448 | 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.