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Benefits Intelligence/Broker Directory/California

Futureplan By Ascensus-Kravitz

Pasadena, CA

Futureplan By Ascensus-Kravitz of Pasadena, CA is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans, with $0 in reported broker commissions (plan year 2024).

Employer clients
2
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$0
plan year 2024
Reported fees
$17,682

Employer clients

Plan sponsors naming Futureplan By Ascensus-Kravitz 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
Manning & Kass, Ellrod, Ramirez, Trester LLPCA2192024-12-31
Orange County Urology Associates, Inc. A Medical GroupCA1232024-12-31

Know who holds the account, and when it renews.

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.