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Benefits Intelligence/Broker Directory/California

Allan Wiser Insurance Services Inc

San Diego, CA

Allan Wiser Insurance Services Inc of San Diego, CA is the broker of record on 29 Form 5500 Schedule A filings covering 5 employer benefit plans across 3 states, with $474,945 in reported broker commissions (plan year 2023).

Employer clients
5
distinct plan sponsors
Schedule A filings
29
States served
3
Reported commissions
$474,945
plan year 2023
Reported fees
$12,223

Employer clients

Plan sponsors naming Allan Wiser Insurance Services Inc 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
American Council Of Engineering CompaniesTX44,4122017-12-31
Acec Life/Health Insurance Trust Benefit ConsortiumTX36,0882022-12-31
Fmc Technologies, Inc.TX4,3872016-12-31
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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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.