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Benefits Intelligence/Broker Directory/California

Acrisure Of California, LLC Dba Pbg

Santa Cruz, CA

Acrisure Of California, LLC Dba Pbg of Santa Cruz, CA is the broker of record on 6 Form 5500 Schedule A filings covering 5 employer benefit plans, with $166,347 in reported broker commissions (plan year 2025).

Employer clients
5
distinct plan sponsors
Schedule A filings
6
States served
1
Reported commissions
$166,347
plan year 2025
Reported fees
$21,746

Quick answer

Acrisure Of California, LLC Dba Pbg (Santa Cruz, CA) is the broker of record for 5 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Acrisure Of California, LLC Dba Pbg have?
Acrisure Of California, LLC Dba Pbg is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors.
Who are Acrisure Of California, LLC Dba Pbg's largest employer clients?
By plan participants, the largest include Idec Corporation (378 participants), In-Shape Solutions LLC (308 participants) and Bay Federal Credit Union (293 participants).
How much does Acrisure Of California, LLC Dba Pbg earn in commissions?
Insurers reported $166,347 in broker commissions and $21,746 in fees paid to Acrisure Of California, LLC Dba Pbg for plan year 2025, per Schedule A Part 1.
Where is Acrisure Of California, LLC Dba Pbg located?
Acrisure Of California, LLC Dba Pbg is based in Santa Cruz, CA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Acrisure Of California, LLC Dba Pbg 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
Idec CorporationCA3782024-12-31
In-Shape Solutions LLCCA3082025-07-31
Bay Federal Credit UnionCA2932025-06-30
2 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.