Abd Insurance And Financial Se
San Mateo, CA
Abd Insurance And Financial Se of San Mateo, CA is the broker of record on 7 Form 5500 Schedule A filings covering 6 employer benefit plans across 4 states, with $311,121 in reported broker commissions (plan year 2025).
Quick answer
Abd Insurance And Financial Se (San Mateo, CA) is the broker of record for 6 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Abd Insurance And Financial Se have?
- Abd Insurance And Financial Se is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 4 states.
- Who are Abd Insurance And Financial Se's largest employer clients?
- By plan participants, the largest include Zscaler Inc. (2,878 participants), Cupertino Electric, Inc. (957 participants) and Cherry Technologies, Inc (454 participants).
- How much does Abd Insurance And Financial Se earn in commissions?
- Insurers reported $311,121 in broker commissions and $36,658 in fees paid to Abd Insurance And Financial Se for plan year 2025, per Schedule A Part 1.
- Where is Abd Insurance And Financial Se located?
- Abd Insurance And Financial Se is based in San Mateo, CA and has employer clients in 4 states.
Source: Fundz verified event record.
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.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Zscaler Inc. | CA | 2,878 | 2024-12-31 |
| Cupertino Electric, Inc. | CA | 957 | 2025-12-31 |
| Cherry Technologies, Inc | CA | 454 | 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.