Fundz
Fundz
Benefits Intelligence/Broker Directory/California

Inclusive Insurance Solutions LLC

San Francisco, CA

Inclusive Insurance Solutions LLC of San Francisco, CA is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $32,201 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
5
States served
2
Reported commissions
$32,201
plan year 2025
Reported fees
$12,704

Quick answer

Inclusive Insurance Solutions LLC (San Francisco, CA) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Inclusive Insurance Solutions LLC have?
Inclusive Insurance Solutions LLC is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are Inclusive Insurance Solutions LLC's largest employer clients?
By plan participants, the largest include Compass, LLC (483 participants), Bear Robotics, Inc (106 participants) and Visionaire Partners LLC (102 participants).
How much does Inclusive Insurance Solutions LLC earn in commissions?
Insurers reported $32,201 in broker commissions and $12,704 in fees paid to Inclusive Insurance Solutions LLC for plan year 2025, per Schedule A Part 1.
Where is Inclusive Insurance Solutions LLC located?
Inclusive Insurance Solutions LLC is based in San Francisco, CA and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Inclusive Insurance Solutions LLC 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
Compass, LLCCA4832025-12-31
Bear Robotics, IncCA1062025-12-31
Visionaire Partners LLCGA1022025-12-31

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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.