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Benefits Intelligence/Broker Directory/California

David Ernstam Financial & Ins Svcs

Yuba City, CA

David Ernstam Financial & Ins Svcs of Yuba City, CA is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $119,066 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$119,066
plan year 2025
Reported fees
$44,588

Quick answer

David Ernstam Financial & Ins Svcs (Yuba City, CA) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does David Ernstam Financial & Ins Svcs have?
David Ernstam Financial & Ins Svcs is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are David Ernstam Financial & Ins Svcs's largest employer clients?
By plan participants, the largest include Willow Glen Care Center (183 participants) and North Valley Behavioral Health, LLC (106 participants).
How much does David Ernstam Financial & Ins Svcs earn in commissions?
Insurers reported $119,066 in broker commissions and $44,588 in fees paid to David Ernstam Financial & Ins Svcs for plan year 2025, per Schedule A Part 1.
Where is David Ernstam Financial & Ins Svcs located?
David Ernstam Financial & Ins Svcs is based in Yuba City, CA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming David Ernstam Financial & Ins Svcs 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
Willow Glen Care CenterCA1832025-12-31
North Valley Behavioral Health, LLCCA1062024-12-31

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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.