Evco Insurance Services, Inc.
Walnut Creek, CA
Evco Insurance Services, Inc. of Walnut Creek, CA is the broker of record on 10 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $317,054 in reported broker commissions (plan year 2025).
Quick answer
Evco Insurance Services, Inc. (Walnut Creek, CA) is the broker of record for 4 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Evco Insurance Services, Inc. have?
- Evco Insurance Services, Inc. is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.
- Who are Evco Insurance Services, Inc.'s largest employer clients?
- By plan participants, the largest include Valley First Credit Union (169 participants), Brightside Benefit Inc. (121 participants) and Trend Technologies, LLC (112 participants).
- How much does Evco Insurance Services, Inc. earn in commissions?
- Insurers reported $317,054 in broker commissions and $9,351 in fees paid to Evco Insurance Services, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Evco Insurance Services, Inc. located?
- Evco Insurance Services, Inc. is based in Walnut Creek, CA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Evco Insurance Services, Inc. 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 |
|---|---|---|---|
| Valley First Credit Union | CA | 169 | 2025-12-31 |
| Brightside Benefit Inc. | AZ | 121 | 2025-12-31 |
| Trend Technologies, LLC | CA | 112 | 2025-06-30 |
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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.