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 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $10,174 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
2
Reported commissions
$10,174
plan year 2025

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 LLCCA3802024-12-31
Bear Robotics, IncCA1062024-12-31
Visionaire Partners LLCGA1022025-12-31

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.

Get Strategic →Start now

Other benefits brokers in California

All brokers in California →

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.