Beere & Purves Inc
Walnut Creek, CA
Beere & Purves Inc of Walnut Creek, CA is the broker of record on 146 Form 5500 Schedule A filings covering 97 employer benefit plans across 8 states, with $905,956 in reported broker commissions (plan year 2025).
Quick answer
Beere & Purves Inc (Walnut Creek, CA) is the broker of record for 97 employer benefit plan sponsors on 146 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Beere & Purves Inc have?
- Beere & Purves Inc is named as broker on Form 5500 Schedule A filings for 97 distinct plan sponsors in 8 states.
- Who are Beere & Purves Inc's largest employer clients?
- By plan participants, the largest include Acec Life/Health Insurance Trust Benefit Consortium (35,940 participants), Trustees Of Restaurant & Hospitality Association Benefit Tr (2,542 participants) and Farmer Holding Company, Inc. (2,537 participants).
- How much does Beere & Purves Inc earn in commissions?
- Insurers reported $905,956 in broker commissions and $2.1 million in fees paid to Beere & Purves Inc for plan year 2025, per Schedule A Part 1.
- Where is Beere & Purves Inc located?
- Beere & Purves Inc is based in Walnut Creek, CA and has employer clients in 8 states.
- How does Beere & Purves Inc rank among benefits brokers in California?
- Beere & Purves Inc ranks #31 by employer clients among the 50 most active benefits brokers based in California.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Beere & Purves 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 |
|---|---|---|---|
| Acec Life/Health Insurance Trust Benefit Consortium | TX | 35,940 | 2024-12-31 |
| Trustees Of Restaurant & Hospitality Association Benefit Tr | IL | 2,542 | 2025-12-31 |
| Farmer Holding Company, Inc. | MO | 2,537 | 2025-12-31 |
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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.