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Benefits Intelligence/Broker Directory/California

Beere & Purves Inc (Ga)

Walnut Creek, CA

Beere & Purves Inc (Ga) of Walnut Creek, CA is the broker of record on 8 Form 5500 Schedule A filings covering 5 employer benefit plans across 2 states, with $22,215 in reported broker commissions (plan year 2025).

Employer clients
5
distinct plan sponsors
Schedule A filings
8
States served
2
Reported commissions
$22,215
plan year 2025

Quick answer

Beere & Purves Inc (Ga) (Walnut Creek, CA) is the broker of record for 5 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Beere & Purves Inc (Ga) have?
Beere & Purves Inc (Ga) is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 2 states.
Who are Beere & Purves Inc (Ga)'s largest employer clients?
By plan participants, the largest include Dean Vistnes Md Inc (256 participants), Lightspeed Management Company, LLC (153 participants) and Hatch Baby (153 participants).
How much does Beere & Purves Inc (Ga) earn in commissions?
Insurers reported $22,215 in broker commissions paid to Beere & Purves Inc (Ga) for plan year 2025, per Schedule A Part 1.
Where is Beere & Purves Inc (Ga) located?
Beere & Purves Inc (Ga) is based in Walnut Creek, CA and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Beere & Purves Inc (Ga) 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
Dean Vistnes Md IncWA2562025-09-30
Lightspeed Management Company, LLCCA1532025-12-31
Hatch BabyCA1532025-11-30
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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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.