Brooks Jucha & Associates
San Diego, CA
Brooks Jucha & Associates of San Diego, CA is the broker of record on 21 Form 5500 Schedule A filings covering 10 employer benefit plans across 2 states, with $1,158,145 in reported broker commissions (plan year 2025).
Quick answer
Brooks Jucha & Associates (San Diego, CA) is the broker of record for 10 employer benefit plan sponsors on 21 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Brooks Jucha & Associates have?
- Brooks Jucha & Associates is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 2 states.
- Who are Brooks Jucha & Associates's largest employer clients?
- By plan participants, the largest include Rancho Valencia Resort Partners, LLC (298 participants), Preferred Healthcare Registry, Inc. (151 participants) and The Webb Schools (145 participants).
- How much does Brooks Jucha & Associates earn in commissions?
- Insurers reported $1.2 million in broker commissions and $19,629 in fees paid to Brooks Jucha & Associates for plan year 2025, per Schedule A Part 1.
- Where is Brooks Jucha & Associates located?
- Brooks Jucha & Associates is based in San Diego, CA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Brooks Jucha & Associates 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 |
|---|---|---|---|
| Rancho Valencia Resort Partners, LLC | CA | 298 | 2025-07-31 |
| Preferred Healthcare Registry, Inc. | CA | 151 | 2026-02-28 |
| The Webb Schools | CA | 145 | 2026-02-28 |
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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.