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Benefits Intelligence/Broker Directory/California

Benefits America Ins Services, LLC

Newport Beach, CA

Benefits America Ins Services, LLC of Newport Beach, CA is the broker of record on 12 Form 5500 Schedule A filings covering 10 employer benefit plans, with $194,695 in reported broker commissions (plan year 2025).

Employer clients
10
distinct plan sponsors
Schedule A filings
12
States served
1
Reported commissions
$194,695
plan year 2025
Reported fees
$113,458

Quick answer

Benefits America Ins Services, LLC (Newport Beach, CA) is the broker of record for 10 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Benefits America Ins Services, LLC have?
Benefits America Ins Services, LLC is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors.
Who are Benefits America Ins Services, LLC's largest employer clients?
By plan participants, the largest include Roger Cleveland Golf Co., Inc. (451 participants), Central Valley Meat Co., Inc. (331 participants) and Lord & Sons, Inc. (253 participants).
How much does Benefits America Ins Services, LLC earn in commissions?
Insurers reported $194,695 in broker commissions and $113,458 in fees paid to Benefits America Ins Services, LLC for plan year 2025, per Schedule A Part 1.
Where is Benefits America Ins Services, LLC located?
Benefits America Ins Services, LLC is based in Newport Beach, CA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Benefits America Ins Services, LLC 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
Roger Cleveland Golf Co., Inc.CA4512025-09-30
Central Valley Meat Co., Inc.CA3312025-08-31
Lord & Sons, Inc.CA2532025-07-31
7 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.