Fundz
Fundz
Benefits Intelligence/Broker Directory/California

Benefits America Ins. Srvcs LLC

Newport Beach, CA

Benefits America Ins. Srvcs LLC of Newport Beach, CA is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans, with $367,028 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$367,028
plan year 2025
Reported fees
$24,961

Quick answer

Benefits America Ins. Srvcs LLC (Newport Beach, CA) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Benefits America Ins. Srvcs LLC have?
Benefits America Ins. Srvcs LLC is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Benefits America Ins. Srvcs LLC's largest employer clients?
By plan participants, the largest include Main Electric Supply Company LLC (570 participants), Roger Cleveland Golf Co., Inc. (451 participants) and Shopmonkey Inc. (155 participants).
How much does Benefits America Ins. Srvcs LLC earn in commissions?
Insurers reported $367,028 in broker commissions and $24,961 in fees paid to Benefits America Ins. Srvcs LLC for plan year 2025, per Schedule A Part 1.
Where is Benefits America Ins. Srvcs LLC located?
Benefits America Ins. Srvcs LLC is based in Newport Beach, CA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Benefits America Ins. Srvcs 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
Main Electric Supply Company LLCCA5702025-09-30
Roger Cleveland Golf Co., Inc.CA4512025-09-30
Shopmonkey Inc.CA1552025-12-31

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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.