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Benefits Intelligence/Broker Directory/California

Claudia Ortega

Los Angeles, CA

Claudia Ortega of Los Angeles, CA is the broker of record on 14 Form 5500 Schedule A filings covering 3 employer benefit plans, with $4,916 in reported broker commissions (plan year 2019).

Employer clients
3
distinct plan sponsors
Schedule A filings
14
States served
1
Reported commissions
$4,916
plan year 2019
Reported fees
$91

Employer clients

Plan sponsors naming Claudia Ortega 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
Child And Family Guidance CenterCA3552020-03-31
Para Los NinosCA2362012-12-31
Child & Family CenterCA1242014-10-31

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 month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.