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Benefits Intelligence/Broker Directory/California

Filice Insurance Agency

Campbell, CA

Filice Insurance Agency of Campbell, CA is the broker of record on 87 Form 5500 Schedule A filings covering 63 employer benefit plans across 3 states, with $4,224,449 in reported broker commissions (plan year 2025).

Employer clients
63
distinct plan sponsors
Schedule A filings
87
States served
3
Reported commissions
$4,224,449
plan year 2025
Reported fees
$978,381

Quick answer

Filice Insurance Agency (Campbell, CA) is the broker of record for 63 employer benefit plan sponsors on 87 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Filice Insurance Agency have?
Filice Insurance Agency is named as broker on Form 5500 Schedule A filings for 63 distinct plan sponsors in 3 states.
Who are Filice Insurance Agency's largest employer clients?
By plan participants, the largest include Amys Kitchen, Inc. (2,085 participants), Isolved, Inc. (1,834 participants) and Chime Financial (1,480 participants).
How much does Filice Insurance Agency earn in commissions?
Insurers reported $4.2 million in broker commissions and $978,381 in fees paid to Filice Insurance Agency for plan year 2025, per Schedule A Part 1.
Where is Filice Insurance Agency located?
Filice Insurance Agency is based in Campbell, CA and has employer clients in 3 states.
How does Filice Insurance Agency rank among benefits brokers in California?
Filice Insurance Agency ranks #46 by employer clients among the 50 most active benefits brokers based in California.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Filice Insurance Agency 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
Amys Kitchen, Inc.CA2,0852024-12-31
Isolved, Inc.NC1,8342025-12-31
Chime FinancialCA1,4802025-12-31
60 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.