Brian Robert Lloyd
El Dorado Hills, CA
Brian Robert Lloyd of El Dorado Hills, CA is the broker of record on 36 Form 5500 Schedule A filings covering 26 employer benefit plans across 6 states, with $9,925 in reported broker commissions (plan year 2025).
Quick answer
Brian Robert Lloyd (El Dorado Hills, CA) is the broker of record for 26 employer benefit plan sponsors on 36 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Brian Robert Lloyd have?
- Brian Robert Lloyd is named as broker on Form 5500 Schedule A filings for 26 distinct plan sponsors in 6 states.
- Who are Brian Robert Lloyd's largest employer clients?
- By plan participants, the largest include California Closets Holding (1,529 participants), California Charter Schools Ewbt (1,195 participants) and United Health Centers Of The San Joaquin Valley (952 participants).
- How much does Brian Robert Lloyd earn in commissions?
- Insurers reported $9,925 in broker commissions and $18,633 in fees paid to Brian Robert Lloyd for plan year 2025, per Schedule A Part 1.
- Where is Brian Robert Lloyd located?
- Brian Robert Lloyd is based in El Dorado Hills, CA and has employer clients in 6 states.
Source: Fundz verified event record.
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.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| California Closets Holding | AZ | 1,529 | 2025-12-31 |
| California Charter Schools Ewbt | CA | 1,195 | 2025-12-31 |
| United Health Centers Of The San Joaquin Valley | CA | 952 | 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.