Creativa Associates Financial &
Valencia, CA
Creativa Associates Financial & of Valencia, CA is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $199,175 in reported broker commissions (plan year 2025).
Quick answer
Creativa Associates Financial & (Valencia, CA) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Creativa Associates Financial & have?
- Creativa Associates Financial & is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
- Who are Creativa Associates Financial &'s largest employer clients?
- By plan participants, the largest include Marathon Petroleum Company Lp (5,095 participants) and Charles Pankow Builders, Ltd (181 participants).
- How much does Creativa Associates Financial & earn in commissions?
- Insurers reported $199,175 in broker commissions and $34,225 in fees paid to Creativa Associates Financial & for plan year 2025, per Schedule A Part 1.
- Where is Creativa Associates Financial & located?
- Creativa Associates Financial & is based in Valencia, CA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Creativa Associates Financial & 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 |
|---|---|---|---|
| Marathon Petroleum Company Lp | OH | 5,095 | 2025-12-31 |
| Charles Pankow Builders, Ltd | CA | 181 | 2025-12-31 |
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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.