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Benefits Intelligence/Broker Directory/California

Advanced Professionals Insurance

San Jose, CA

Advanced Professionals Insurance of San Jose, CA is the broker of record on 21 Form 5500 Schedule A filings covering 15 employer benefit plans, with $564,154 in reported broker commissions (plan year 2017).

Employer clients
15
distinct plan sponsors
Schedule A filings
21
States served
1
Reported commissions
$564,154
plan year 2017
Reported fees
$3,326

Employer clients

Plan sponsors naming Advanced Professionals Insurance 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
Tuolumne Band Of Me-Wuk IndiansCA9182009-12-31
Taleo CorporationCA5322009-12-31
Hope ServicesCA3782013-06-30
12 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.

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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.