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Benefits Intelligence/Broker Directory/California

Amwins Connect Insurance

Santa Ana, CA

Amwins Connect Insurance of Santa Ana, CA is the broker of record on 51 Form 5500 Schedule A filings covering 41 employer benefit plans across 5 states, with $272,216 in reported broker commissions (plan year 2025).

Employer clients
41
distinct plan sponsors
Schedule A filings
51
States served
5
Reported commissions
$272,216
plan year 2025
Reported fees
$405,131

Employer clients

Plan sponsors naming Amwins Connect 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
Kimball, Tirey And St. John LLPCA3602025-03-31
Reeves LavalleyCA3172024-12-31
Better Debt Solutions, LLCCA2512025-12-31
38 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.