How many employer clients does Dana Marie Mowatt have?

Dana Marie Mowatt is named as broker on Form 5500 Schedule A filings for 45 distinct plan sponsors in 13 states.

Who are Dana Marie Mowatt's largest employer clients?

By plan participants, the largest include Heritage Medical Systems (4,733 participants), Corpay (4,238 participants) and Houchens Food Group, Inc. (2,211 participants).

How much does Dana Marie Mowatt earn in commissions?

Insurers reported $40,350 in broker commissions and $7,092 in fees paid to Dana Marie Mowatt for plan year 2025, per Schedule A Part 1.

Where is Dana Marie Mowatt located?

Dana Marie Mowatt is based in Torrance, CA and has employer clients in 13 states.

Benefits Intelligence/Broker Directory/California

Dana Marie Mowatt

Torrance, CA

Dana Marie Mowatt of Torrance, CA is the broker of record on 60 Form 5500 Schedule A filings covering 45 employer benefit plans across 13 states, with $40,350 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$40,350

plan year 2025

Reported fees

$7,092

Quick answer

Dana Marie Mowatt (Torrance, CA) is the broker of record for 45 employer benefit plan sponsors on 60 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Dana Marie Mowatt have?: Dana Marie Mowatt is named as broker on Form 5500 Schedule A filings for 45 distinct plan sponsors in 13 states.
Who are Dana Marie Mowatt's largest employer clients?: By plan participants, the largest include Heritage Medical Systems (4,733 participants), Corpay (4,238 participants) and Houchens Food Group, Inc. (2,211 participants).
How much does Dana Marie Mowatt earn in commissions?: Insurers reported $40,350 in broker commissions and $7,092 in fees paid to Dana Marie Mowatt for plan year 2025, per Schedule A Part 1.
Where is Dana Marie Mowatt located?: Dana Marie Mowatt is based in Torrance, CA and has employer clients in 13 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Dana Marie Mowatt 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
Heritage Medical Systems	CA	4,733	2025-12-31
Corpay	GA	4,238	2025-12-31
Houchens Food Group, Inc.	KY	2,211	2025-12-31

42 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

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.

Get Strategic →Start now Book a 15-min walkthrough

Other benefits brokers in California

Alliant Insurance Services, Inc.: 2,318 employer clients, $282,182,496 reported commissions (San Diego)
Ima, Inc.: 1,017 employer clients, $64,433,754 reported commissions (Pasadena)
Edgewood Partners Insurance Center: 766 employer clients, $95,845,709 reported commissions (Concord)
Lpl Financial Corporation: 656 employer clients, $17,908,374 reported commissions (San Diego)
Sequoia Benefits & Ins Svcs LLC: 647 employer clients, $133,634,524 reported commissions (San Mateo)
Hub International Ins Svcs Inc.: 680 employer clients, $68,728,201 reported commissions (Riverside)
Hub International Ins Services Inc: 521 employer clients, $25,794,470 reported commissions (Riverside)
Willis Towers Watson Ins Svcs West: 373 employer clients, $26,596,459 reported commissions (Pasadena)

All brokers in California →

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.