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Benefits Intelligence/Broker Directory/California

Abd Insurance And Financial Service

San Mateo, CA

Abd Insurance And Financial Service of San Mateo, CA is the broker of record on 8 Form 5500 Schedule A filings covering 8 employer benefit plans across 4 states, with $78,961 in reported broker commissions (plan year 2025).

Employer clients
8
distinct plan sponsors
Schedule A filings
8
States served
4
Reported commissions
$78,961
plan year 2025
Reported fees
$16,487

Employer clients

Plan sponsors naming Abd Insurance And Financial Service 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
Business Health TrustWA16,9672024-12-31
Gsw Sports LLCCA5382025-07-31
Goodwill Of The San Francisco BayAZ4832025-12-31
5 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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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.