Expertquote, Inc.
Roseville, CA
Expertquote, Inc. of Roseville, CA is the broker of record on 28 Form 5500 Schedule A filings covering 19 employer benefit plans across 2 states, with $1,578,744 in reported broker commissions (plan year 2025).
Quick answer
Expertquote, Inc. (Roseville, CA) is the broker of record for 19 employer benefit plan sponsors on 28 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Expertquote, Inc. have?
- Expertquote, Inc. is named as broker on Form 5500 Schedule A filings for 19 distinct plan sponsors in 2 states.
- Who are Expertquote, Inc.'s largest employer clients?
- By plan participants, the largest include Ooma, Inc. (497 participants), Pacific Groservice, Inc. (456 participants) and Bakhtiari Auto Group (403 participants).
- How much does Expertquote, Inc. earn in commissions?
- Insurers reported $1.6 million in broker commissions and $222,416 in fees paid to Expertquote, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Expertquote, Inc. located?
- Expertquote, Inc. is based in Roseville, CA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Expertquote, 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 |
|---|---|---|---|
| Ooma, Inc. | CA | 497 | 2025-12-31 |
| Pacific Groservice, Inc. | CA | 456 | 2025-07-31 |
| Bakhtiari Auto Group | CA | 403 | 2025-12-31 |
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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.