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Benefits Intelligence/Broker Directory/California

Brian Robert Lloyd

El Dorado Hills, CA

Brian Robert Lloyd of El Dorado Hills, CA is the broker of record on 25 Form 5500 Schedule A filings covering 22 employer benefit plans across 5 states, with $7,232 in reported broker commissions (plan year 2025).

Employer clients
22
distinct plan sponsors
Schedule A filings
25
States served
5
Reported commissions
$7,232
plan year 2025
Reported fees
$12,769

Employer clients

Plan sponsors naming Brian Robert Lloyd 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
California Charter Schools EwbtCA1,7182024-12-31
California Closets HoldingAZ1,5292025-12-31
United Health Centers Of The San Joaquin ValleyCA9522024-12-31
19 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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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.