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Benefits Intelligence/Broker Directory/California

Jack D Holder

San Diego, CA

Jack D Holder of San Diego, CA is the broker of record on 29 Form 5500 Schedule A filings covering 18 employer benefit plans across 6 states, with $19,390 in reported broker commissions (plan year 2013).

Employer clients
18
distinct plan sponsors
Schedule A filings
29
States served
6
Reported commissions
$19,390
plan year 2013
Reported fees
$754

Employer clients

Plan sponsors naming Jack D Holder 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
Extra Space Management Inc.UT2,0352012-12-31
H&E Equipment Services,IncLA1,4992013-04-30
Zoological Society Of San DiegoCA6892013-12-31
15 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.

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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.