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Benefits Intelligence/Broker Directory/Colorado

Susan Banks & Others

Pagosa Springs, CO

Susan Banks & Others of Pagosa Springs, CO is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $293 in reported broker commissions (plan year 2024).

Employer clients
1
distinct plan sponsors
Schedule A filings
1
States served
1
Reported commissions
$293
plan year 2024

Quick answer

Susan Banks & Others (Pagosa Springs, CO) is the broker of record for 1 employer benefit plan sponsor on 1 Form 5500 Schedule A filing, plan year 2024.

How many employer clients does Susan Banks & Others have?
Susan Banks & Others is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Susan Banks & Others's largest employer clients?
By plan participants, the largest include Keystone Pacific Property Management LLC (402 participants).
How much does Susan Banks & Others earn in commissions?
Insurers reported $293 in broker commissions paid to Susan Banks & Others for plan year 2024, per Schedule A Part 1.
Where is Susan Banks & Others located?
Susan Banks & Others is based in Pagosa Springs, CO.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Susan Banks & Others 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
Keystone Pacific Property Management LLCCA4022025-04-30

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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.