George Peterson Insurance Agency
Santa Rosa, CA
George Peterson Insurance Agency of Santa Rosa, CA is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans, with $83,442 in reported broker commissions (plan year 2024).
Quick answer
George Peterson Insurance Agency (Santa Rosa, CA) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does George Peterson Insurance Agency have?
- George Peterson Insurance Agency is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
- Who are George Peterson Insurance Agency's largest employer clients?
- By plan participants, the largest include Atech Logistics And Distribution, Inc. (170 participants), Hines Services Inc (147 participants) and Reyff Company Inc. (145 participants).
- How much does George Peterson Insurance Agency earn in commissions?
- Insurers reported $83,442 in broker commissions and $4,193 in fees paid to George Peterson Insurance Agency for plan year 2024, per Schedule A Part 1.
- Where is George Peterson Insurance Agency located?
- George Peterson Insurance Agency is based in Santa Rosa, CA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming George Peterson Insurance Agency 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 |
|---|---|---|---|
| Atech Logistics And Distribution, Inc. | CA | 170 | 2024-12-31 |
| Hines Services Inc | CA | 147 | 2025-06-30 |
| Reyff Company Inc. | CA | 145 | 2025-11-30 |
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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.