Abd Ins And Fin Svcs, Inc.
San Mateo, CA
Abd Ins And Fin Svcs, Inc. of San Mateo, CA is the broker of record on 14 Form 5500 Schedule A filings covering 12 employer benefit plans across 3 states, with $586,269 in reported broker commissions (plan year 2025).
Quick answer
Abd Ins And Fin Svcs, Inc. (San Mateo, CA) is the broker of record for 12 employer benefit plan sponsors on 14 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Abd Ins And Fin Svcs, Inc. have?
- Abd Ins And Fin Svcs, Inc. is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 3 states.
- Who are Abd Ins And Fin Svcs, Inc.'s largest employer clients?
- By plan participants, the largest include Think Education (1,257 participants), Shield Ai, Inc. (1,039 participants) and Nevro Corp (846 participants).
- How much does Abd Ins And Fin Svcs, Inc. earn in commissions?
- Insurers reported $586,269 in broker commissions and $84,539 in fees paid to Abd Ins And Fin Svcs, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Abd Ins And Fin Svcs, Inc. located?
- Abd Ins And Fin Svcs, Inc. is based in San Mateo, CA and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Abd Ins And Fin Svcs, Inc. 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 |
|---|---|---|---|
| Think Education | CA | 1,257 | 2025-12-31 |
| Shield Ai, Inc. | CA | 1,039 | 2025-12-31 |
| Nevro Corp | CA | 846 | 2024-12-31 |
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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.