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Benefits Intelligence/Broker Directory/California

James Frederick Lee

Torrance, CA

James Frederick Lee of Torrance, CA is the broker of record on 12 Form 5500 Schedule A filings covering 2 employer benefit plans, with $169,572 in reported broker commissions (plan year 2019).

Employer clients
2
distinct plan sponsors
Schedule A filings
12
States served
1
Reported commissions
$169,572
plan year 2019

Employer clients

Plan sponsors naming James Frederick Lee 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
K Motors, Inc. Toyota Of El CajonCA2242020-05-31
Hatchbeauty Products LLCCA452018-12-31

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.

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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.