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Benefits Intelligence/Broker Directory/California

Benefits Exhcange Alliance

Lake Forest, CA

Benefits Exhcange Alliance of Lake Forest, CA is the broker of record on 4 Form 5500 Schedule A filings covering 1 employer benefit plans, with $12,148 in reported broker commissions (plan year 2019).

Employer clients
1
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$12,148
plan year 2019
Reported fees
$800

Employer clients

Plan sponsors naming Benefits Exhcange Alliance 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
Hardin Automotive, Inc.CA2682019-12-31

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Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.