Capital Peak LLC
Petaluma, CA
Capital Peak LLC of Petaluma, CA is the broker of record on 4 Form 5500 Schedule A filings covering 4 employer benefit plans across 3 states, with $1,061,363 in reported broker commissions (plan year 2024).
Employer clients
Plan sponsors naming Capital Peak LLC 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 |
|---|---|---|---|
| Lewis, Brisbois, Bisgaard & Smith, LLP | CA | 2,787 | 2025-07-31 |
| Board Of Trustees, San Mateo Electrical Workers Health Plan | CA | 974 | 2025-05-31 |
| Smart Local 27 Health And Welfare Fund Trustees | NJ | 453 | 2024-12-31 |
Know who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in California
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.