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Benefits Intelligence/Broker Directory/California

Abd Insurance And Financial Se

San Mateo, CA

Abd Insurance And Financial Se of San Mateo, CA is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $103,694 in reported broker commissions (plan year 2024).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
2
Reported commissions
$103,694
plan year 2024
Reported fees
$2,833

Employer clients

Plan sponsors naming Abd Insurance And Financial Se 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
Zscaler Inc.CA2,8782024-12-31
Cupertino Electric, Inc.CA9372024-12-31
Xad, Inc.NY1842024-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.