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Benefits Intelligence/Broker Directory/California

Financial Telesis Jhw Financial Svc

Beachwood, CA

Financial Telesis Jhw Financial Svc of Beachwood, CA is the broker of record on 154 Form 5500 Schedule A filings covering 88 employer benefit plans across 21 states, with $1,885,652 in reported broker commissions (plan year 2014).

Employer clients
88
distinct plan sponsors
Schedule A filings
154
States served
21
Reported commissions
$1,885,652
plan year 2014
Reported fees
$5,394

Employer clients

Plan sponsors naming Financial Telesis Jhw Financial Svc 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
Community Education Center, Inc.NJ2,5342013-12-31
Broder Bros., Co.PA8932012-12-31
Medplast, Inc.AZ7722013-12-31
85 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.