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Benefits Intelligence/Broker Directory/California

Daniel T Adamson

Santa Ana, CA

Daniel T Adamson of Santa Ana, CA is the broker of record on 26 Form 5500 Schedule A filings covering 14 employer benefit plans across 7 states, with $2,142 in reported broker commissions (plan year 2018).

Employer clients
14
distinct plan sponsors
Schedule A filings
26
States served
7
Reported commissions
$2,142
plan year 2018
Reported fees
$81

Employer clients

Plan sponsors naming Daniel T Adamson 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
Diamond Resorts CorporationNV4,1212013-12-31
Sunstate Equipment Co LLCAZ1,2862015-12-31
Dietz & Watson, Inc.PA1,2612019-04-30
11 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.