Benefits Exchange Alliance Inc
Lake Forest, CA
Benefits Exchange Alliance Inc of Lake Forest, CA is the broker of record on 6 Form 5500 Schedule A filings covering 6 employer benefit plans, with $37,987 in reported broker commissions (plan year 2024).
Employer clients
Plan sponsors naming Benefits Exchange Alliance 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 |
|---|---|---|---|
| Browning Automotive Group | CA | 491 | 2024-12-31 |
| Argus Medical Management | CA | 479 | 2024-12-31 |
| Citadel Servicing Corporation | CA | 439 | 2024-12-31 |
Know who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in California
Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.