Fundz
Fundz
Benefits Intelligence/Broker Directory/California

Advanced Benefit Consulting

Fullerton, CA

Advanced Benefit Consulting of Fullerton, CA is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $184,717 in reported broker commissions (plan year 2024).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$184,717
plan year 2024

Quick answer

Advanced Benefit Consulting (Fullerton, CA) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Advanced Benefit Consulting have?
Advanced Benefit Consulting is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Advanced Benefit Consulting's largest employer clients?
By plan participants, the largest include Park West Companies, Inc. (318 participants) and Triangle Distributing Co. (200 participants).
How much does Advanced Benefit Consulting earn in commissions?
Insurers reported $184,717 in broker commissions paid to Advanced Benefit Consulting for plan year 2024, per Schedule A Part 1.
Where is Advanced Benefit Consulting located?
Advanced Benefit Consulting is based in Fullerton, CA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Advanced Benefit Consulting 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
Park West Companies, Inc.CA3182025-04-30
Triangle Distributing Co.CA2002025-08-31

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in California

All brokers in California →

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.