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Benefits Intelligence/Broker Directory/Washington

Patrick N. Kelley And Other Agents

South Colby, WA

Patrick N. Kelley And Other Agents of South Colby, WA is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $1,336 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$1,336
plan year 2025
Reported fees
$49

Quick answer

Patrick N. Kelley And Other Agents (South Colby, WA) 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 Patrick N. Kelley And Other Agents have?
Patrick N. Kelley And Other Agents is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Patrick N. Kelley And Other Agents's largest employer clients?
By plan participants, the largest include Kitsap Bank.
How much does Patrick N. Kelley And Other Agents earn in commissions?
Insurers reported $1,336 in broker commissions and $49 in fees paid to Patrick N. Kelley And Other Agents for plan year 2025, per Schedule A Part 1.
Where is Patrick N. Kelley And Other Agents located?
Patrick N. Kelley And Other Agents is based in South Colby, WA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Patrick N. Kelley And Other Agents on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Kitsap BankWA02026-01-31

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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.