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Benefits Intelligence/Broker Directory/California

Gregory P Burge

Simi Valley, CA

Gregory P Burge of Simi Valley, CA is the broker of record on 7 Form 5500 Schedule A filings covering 4 employer benefit plans, with $381,237 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
7
States served
1
Reported commissions
$381,237
plan year 2025

Quick answer

Gregory P Burge (Simi Valley, CA) is the broker of record for 4 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Gregory P Burge have?
Gregory P Burge is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
Who are Gregory P Burge's largest employer clients?
By plan participants, the largest include Allervie And Clinical Holdings, LLC (436 participants), Strand Systems Engineering, Inc. (284 participants) and W3 Luxury Living (167 participants).
How much does Gregory P Burge earn in commissions?
Insurers reported $381,237 in broker commissions paid to Gregory P Burge for plan year 2025, per Schedule A Part 1.
Where is Gregory P Burge located?
Gregory P Burge is based in Simi Valley, CA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Gregory P Burge 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
Allervie And Clinical Holdings, LLCTX4362025-12-31
Strand Systems Engineering, Inc.TX2842025-12-31
W3 Luxury LivingTX1672025-12-31
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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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.