Ann Lorene Foletti
Petaluma, CA
Ann Lorene Foletti of Petaluma, CA is the broker of record on 4 Form 5500 Schedule A filings covering 1 employer benefit plans, with $44,091 in reported broker commissions (plan year 2024).
Quick answer
Ann Lorene Foletti (Petaluma, CA) is the broker of record for 1 employer benefit plan sponsor on 4 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does Ann Lorene Foletti have?
- Ann Lorene Foletti is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Ann Lorene Foletti's largest employer clients?
- By plan participants, the largest include Crystal Springs Uplands School (112 participants).
- How much does Ann Lorene Foletti earn in commissions?
- Insurers reported $44,091 in broker commissions paid to Ann Lorene Foletti for plan year 2024, per Schedule A Part 1.
- Where is Ann Lorene Foletti located?
- Ann Lorene Foletti is based in Petaluma, CA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Ann Lorene Foletti 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 |
|---|---|---|---|
| Crystal Springs Uplands School | CA | 112 | 2022-05-31 |
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 walkthroughKnow 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.
Other benefits brokers in California
- Alliant Insurance Services, Inc.: 2,318 employer clients, $282,182,496 reported commissions (San Diego)
- Ima, Inc.: 1,017 employer clients, $64,433,754 reported commissions (Pasadena)
- Edgewood Partners Insurance Center: 766 employer clients, $95,845,709 reported commissions (Concord)
- Lpl Financial Corporation: 656 employer clients, $17,908,374 reported commissions (San Diego)
- Sequoia Benefits & Ins Svcs LLC: 647 employer clients, $133,634,524 reported commissions (San Mateo)
- Hub International Ins Svcs Inc.: 680 employer clients, $68,728,201 reported commissions (Riverside)
- Hub International Ins Services Inc: 521 employer clients, $25,794,470 reported commissions (Riverside)
- Willis Towers Watson Ins Svcs West: 373 employer clients, $26,596,459 reported commissions (Pasadena)
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.