Katie Jo Whitley
Morrisville, NC
Katie Jo Whitley of Morrisville, NC is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $29 in reported broker commissions (plan year 2025).
Quick answer
Katie Jo Whitley (Morrisville, NC) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Katie Jo Whitley have?
- Katie Jo Whitley is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Katie Jo Whitley's largest employer clients?
- By plan participants, the largest include Missouri Employers Mutual Insurance Co. (293 participants) and Btc Bank (145 participants).
- How much does Katie Jo Whitley earn in commissions?
- Insurers reported $29 in broker commissions paid to Katie Jo Whitley for plan year 2025, per Schedule A Part 1.
- Where is Katie Jo Whitley located?
- Katie Jo Whitley is based in Morrisville, NC.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Katie Jo Whitley 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 |
|---|---|---|---|
| Missouri Employers Mutual Insurance Co. | MO | 293 | 2024-12-31 |
| Btc Bank | MO | 145 | 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.