Altus Oak Financial Ins Srvcs Inc
Irvine, CA
Altus Oak Financial Ins Srvcs Inc of Irvine, CA is the broker of record on 8 Form 5500 Schedule A filings covering 2 employer benefit plans, with $11,212 in reported broker commissions (plan year 2025).
Quick answer
Altus Oak Financial Ins Srvcs Inc (Irvine, CA) is the broker of record for 2 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Altus Oak Financial Ins Srvcs Inc have?
- Altus Oak Financial Ins Srvcs Inc is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Altus Oak Financial Ins Srvcs Inc's largest employer clients?
- By plan participants, the largest include Disco Hi-Tec America, Inc. (229 participants) and Disco Hi-Tec America, Inc. (229 participants).
- How much does Altus Oak Financial Ins Srvcs Inc earn in commissions?
- Insurers reported $11,212 in broker commissions paid to Altus Oak Financial Ins Srvcs Inc for plan year 2025, per Schedule A Part 1.
- Where is Altus Oak Financial Ins Srvcs Inc located?
- Altus Oak Financial Ins Srvcs Inc is based in Irvine, CA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Altus Oak Financial Ins Srvcs Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Disco Hi-Tec America, Inc. | CA | 229 | 2025-02-28 |
| Disco Hi-Tec America, Inc. | CA | 229 | 2025-02-28 |
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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.