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Benefits Intelligence/Broker Directory/California

Finance 500 Inc

Irvine, CA

Finance 500 Inc of Irvine, CA is the broker of record on 13 Form 5500 Schedule A filings covering 4 employer benefit plans, with $54,794 in reported broker commissions (plan year 2015).

Employer clients
4
distinct plan sponsors
Schedule A filings
13
States served
1
Reported commissions
$54,794
plan year 2015
Reported fees
$1,668

Employer clients

Plan sponsors naming Finance 500 Inc 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
Downtown Emergency Service CenterWA4722012-12-31
Seacast, Inc.WA2972012-12-31
Friends Of YouthWA1562012-06-30
1 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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Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.