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Benefits Intelligence/Broker Directory/California

James Bell

La Jolla, CA

James Bell of La Jolla, CA is the broker of record on 6 Form 5500 Schedule A filings covering 6 employer benefit plans, with $369 in reported broker commissions (plan year 2024).

Employer clients
6
distinct plan sponsors
Schedule A filings
6
States served
1
Reported commissions
$369
plan year 2024
Reported fees
$4

Employer clients

Plan sponsors naming James Bell 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
Vocational Training Institutes, Inc.AZ8842024-12-31
Buffalo Exchange, Ltd.AZ3472025-02-28
La Paz Regional HospitalAZ3382024-12-31
3 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.