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Benefits Intelligence/Broker Directory/California

J.D. Allman, Inc

Sacramento, CA

J.D. Allman, Inc of Sacramento, CA is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans, with $295,008 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$295,008
plan year 2025
Reported fees
$364

Quick answer

J.D. Allman, Inc (Sacramento, CA) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does J.D. Allman, Inc have?
J.D. Allman, Inc is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are J.D. Allman, Inc's largest employer clients?
By plan participants, the largest include Western Dental Services, Inc. (4,769 participants) and Tarditi, Inc. (102 participants).
How much does J.D. Allman, Inc earn in commissions?
Insurers reported $295,008 in broker commissions and $364 in fees paid to J.D. Allman, Inc for plan year 2025, per Schedule A Part 1.
Where is J.D. Allman, Inc located?
J.D. Allman, Inc is based in Sacramento, CA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming J.D. Allman, Inc 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
Western Dental Services, Inc.CA4,7692025-12-31
Tarditi, Inc.CA1022025-12-31

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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.