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Benefits Intelligence/Broker Directory/California

Brian Robert Lioyd

Ei Dorado Hills, CA

Brian Robert Lioyd of Ei Dorado Hills, CA is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $1,375 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
2
Reported commissions
$1,375
plan year 2025
Reported fees
$4,128

Quick answer

Brian Robert Lioyd (Ei Dorado Hills, 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 Brian Robert Lioyd have?
Brian Robert Lioyd is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are Brian Robert Lioyd's largest employer clients?
By plan participants, the largest include Pacific Ag Rentals, LLC (262 participants), Trusted Ally Home Care (215 participants) and Mission Bell Holdings, Inc. (96 participants).
How much does Brian Robert Lioyd earn in commissions?
Insurers reported $1,375 in broker commissions and $4,128 in fees paid to Brian Robert Lioyd for plan year 2025, per Schedule A Part 1.
Where is Brian Robert Lioyd located?
Brian Robert Lioyd is based in Ei Dorado Hills, CA and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Brian Robert Lioyd 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
Pacific Ag Rentals, LLCCA2622025-06-30
Trusted Ally Home CareCO2152025-12-31
Mission Bell Holdings, Inc.CA962025-12-31

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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.