Benefit Equity Inc.
Santa Ana, CA
Benefit Equity Inc. of Santa Ana, CA is the broker of record on 15 Form 5500 Schedule A filings covering 9 employer benefit plans, with $95 in reported broker commissions (plan year 2025).
Quick answer
Benefit Equity Inc. (Santa Ana, CA) is the broker of record for 9 employer benefit plan sponsors on 15 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Benefit Equity Inc. have?
- Benefit Equity Inc. is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors.
- Who are Benefit Equity Inc.'s largest employer clients?
- By plan participants, the largest include Tmag-Hemet, LLC Dba Tim Moran Automotive Group (207 participants), Masada Homes (171 participants) and R.J. Noble Company (146 participants).
- How much does Benefit Equity Inc. earn in commissions?
- Insurers reported $95 in broker commissions and $74,476 in fees paid to Benefit Equity Inc. for plan year 2025, per Schedule A Part 1.
- Where is Benefit Equity Inc. located?
- Benefit Equity Inc. is based in Santa Ana, CA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Benefit Equity 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 |
|---|---|---|---|
| Tmag-Hemet, LLC Dba Tim Moran Automotive Group | CA | 207 | 2025-12-31 |
| Masada Homes | CA | 171 | 2025-12-31 |
| R.J. Noble Company | CA | 146 | 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.