David Matthew Smith
Glendora, CA
David Matthew Smith of Glendora, CA is the broker of record on 7 Form 5500 Schedule A filings covering 6 employer benefit plans across 2 states, with $56,501 in reported broker commissions (plan year 2025).
Quick answer
David Matthew Smith (Glendora, CA) is the broker of record for 6 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does David Matthew Smith have?
- David Matthew Smith is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 2 states.
- Who are David Matthew Smith's largest employer clients?
- By plan participants, the largest include Heritage Medical Systems (4,627 participants), Herbalife International Of America Inc (2,246 participants) and Action Property Management, Inc. (768 participants).
- How much does David Matthew Smith earn in commissions?
- Insurers reported $56,501 in broker commissions and $54 in fees paid to David Matthew Smith for plan year 2025, per Schedule A Part 1.
- Where is David Matthew Smith located?
- David Matthew Smith is based in Glendora, CA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming David Matthew Smith 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 | 4,627 | 2024-12-31 |
| Herbalife International Of America Inc | CA | 2,246 | 2025-12-31 |
| Action Property Management, Inc. | CA | 768 | 2025-01-31 |
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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.