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Benefits Intelligence/Broker Directory/California

Acrisure West Insurance Services, L

San Jose, CA

Acrisure West Insurance Services, L of San Jose, CA is the broker of record on 6 Form 5500 Schedule A filings covering 5 employer benefit plans, with $6,291 in reported broker commissions (plan year 2025).

Employer clients
5
distinct plan sponsors
Schedule A filings
6
States served
1
Reported commissions
$6,291
plan year 2025
Reported fees
$3,043

Quick answer

Acrisure West Insurance Services, L (San Jose, 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 West Insurance Services, L have?
Acrisure West Insurance Services, L is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors.
Who are Acrisure West Insurance Services, L's largest employer clients?
By plan participants, the largest include True Organic Products, Inc. (167 participants), Early Development Services (166 participants) and Heartland Child & Family Services (164 participants).
How much does Acrisure West Insurance Services, L earn in commissions?
Insurers reported $6,291 in broker commissions and $3,043 in fees paid to Acrisure West Insurance Services, L for plan year 2025, per Schedule A Part 1.
Where is Acrisure West Insurance Services, L located?
Acrisure West Insurance Services, L is based in San Jose, CA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Acrisure West Insurance Services, L 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
True Organic Products, Inc.CA1672025-12-31
Early Development ServicesCA1662025-12-31
Heartland Child & Family ServicesCA1642025-12-31
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.