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Benefits Intelligence/Broker Directory/California

Benefits America Ins Svcs, LLC

Newport Beach, CA

Benefits America Ins Svcs, LLC of Newport Beach, CA is the broker of record on 7 Form 5500 Schedule A filings covering 5 employer benefit plans across 2 states, with $115,157 in reported broker commissions (plan year 2025).

Employer clients
5
distinct plan sponsors
Schedule A filings
7
States served
2
Reported commissions
$115,157
plan year 2025
Reported fees
$3,458

Quick answer

Benefits America Ins Svcs, LLC (Newport Beach, CA) is the broker of record for 5 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Benefits America Ins Svcs, LLC have?
Benefits America Ins Svcs, LLC is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 2 states.
Who are Benefits America Ins Svcs, LLC's largest employer clients?
By plan participants, the largest include Walters Wholesale Electric Co. (525 participants), Crs Temporary Housing (309 participants) and Shopmonkey Inc. (155 participants).
How much does Benefits America Ins Svcs, LLC earn in commissions?
Insurers reported $115,157 in broker commissions and $3,458 in fees paid to Benefits America Ins Svcs, LLC for plan year 2025, per Schedule A Part 1.
Where is Benefits America Ins Svcs, LLC located?
Benefits America Ins Svcs, LLC is based in Newport Beach, CA and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Benefits America Ins Svcs, 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
Walters Wholesale Electric Co.CA5252025-03-31
Crs Temporary HousingAZ3092026-04-30
Shopmonkey Inc.CA1552024-12-31
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.