Benefits America Insurance Services
Newport Beach, CA
Benefits America Insurance Services of Newport Beach, CA is the broker of record on 117 Form 5500 Schedule A filings covering 74 employer benefit plans across 7 states, with $8,303,770 in reported broker commissions (plan year 2025).
Quick answer
Benefits America Insurance Services (Newport Beach, CA) is the broker of record for 74 employer benefit plan sponsors on 117 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Benefits America Insurance Services have?
- Benefits America Insurance Services is named as broker on Form 5500 Schedule A filings for 74 distinct plan sponsors in 7 states.
- Who are Benefits America Insurance Services's largest employer clients?
- By plan participants, the largest include Acec Life/Health Insurance Trust Benefit Consortium (35,697 participants), Freedom Mortgage Corporation (3,518 participants) and Landscape Development, Inc. (1,302 participants).
- How much does Benefits America Insurance Services earn in commissions?
- Insurers reported $8.3 million in broker commissions and $772,705 in fees paid to Benefits America Insurance Services for plan year 2025, per Schedule A Part 1.
- Where is Benefits America Insurance Services located?
- Benefits America Insurance Services is based in Newport Beach, CA and has employer clients in 7 states.
- How does Benefits America Insurance Services rank among benefits brokers in California?
- Benefits America Insurance Services ranks #39 by employer clients among the 50 most active benefits brokers based in California.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Benefits America Insurance Services 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 |
|---|---|---|---|
| Acec Life/Health Insurance Trust Benefit Consortium | TX | 35,697 | 2025-12-31 |
| Freedom Mortgage Corporation | FL | 3,518 | 2026-03-31 |
| Landscape Development, Inc. | CA | 1,302 | 2024-12-31 |
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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.