Abd Insurance & Financial Services
San Mateo, CA
Abd Insurance & Financial Services of San Mateo, CA is the broker of record on 17 Form 5500 Schedule A filings covering 17 employer benefit plans across 7 states, with $1,230,605 in reported broker commissions (plan year 2025).
Quick answer
Abd Insurance & Financial Services (San Mateo, CA) is the broker of record for 17 employer benefit plan sponsors on 17 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Abd Insurance & Financial Services have?
- Abd Insurance & Financial Services is named as broker on Form 5500 Schedule A filings for 17 distinct plan sponsors in 7 states.
- Who are Abd Insurance & Financial Services's largest employer clients?
- By plan participants, the largest include Altern Marketing, LLC (1,414 participants), Goodwill Of The San Francisco Bay (597 participants) and Horizon 3 Ai, Inc. (401 participants).
- How much does Abd Insurance & Financial Services earn in commissions?
- Insurers reported $1.2 million in broker commissions and $71,206 in fees paid to Abd Insurance & Financial Services for plan year 2025, per Schedule A Part 1.
- Where is Abd Insurance & Financial Services located?
- Abd Insurance & Financial Services is based in San Mateo, CA and has employer clients in 7 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Abd Insurance & Financial Services 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 |
|---|---|---|---|
| Altern Marketing, LLC | CA | 1,414 | 2025-12-31 |
| Goodwill Of The San Francisco Bay | AZ | 597 | 2025-06-30 |
| Horizon 3 Ai, Inc. | DE | 401 | 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.