Katty W Cohen
Boca Raton, FL
Katty W Cohen of Boca Raton, FL is the broker of record on 13 Form 5500 Schedule A filings covering 10 employer benefit plans across 2 states, with $16,113 in reported broker commissions (plan year 2025).
Quick answer
Katty W Cohen (Boca Raton, FL) is the broker of record for 10 employer benefit plan sponsors on 13 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Katty W Cohen have?
- Katty W Cohen is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 2 states.
- Who are Katty W Cohen's largest employer clients?
- By plan participants, the largest include The Simplex Group, Inc. (3,015 participants), Public Consulting Group, LLC (2,051 participants) and City National Bank Of Florida (1,122 participants).
- How much does Katty W Cohen earn in commissions?
- Insurers reported $16,113 in broker commissions and $280 in fees paid to Katty W Cohen for plan year 2025, per Schedule A Part 1.
- Where is Katty W Cohen located?
- Katty W Cohen is based in Boca Raton, FL and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Katty W Cohen 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 |
|---|---|---|---|
| The Simplex Group, Inc. | FL | 3,015 | 2024-12-31 |
| Public Consulting Group, LLC | MA | 2,051 | 2025-12-31 |
| City National Bank Of Florida | FL | 1,122 | 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.