James P Bennett & Company
Santa Monica, CA
James P Bennett & Company of Santa Monica, CA is the broker of record on 12 Form 5500 Schedule A filings covering 7 employer benefit plans across 3 states, with $4,106,721 in reported broker commissions (plan year 2025).
Quick answer
James P Bennett & Company (Santa Monica, CA) is the broker of record for 7 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does James P Bennett & Company have?
- James P Bennett & Company is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 3 states.
- Who are James P Bennett & Company's largest employer clients?
- By plan participants, the largest include Acec Life/Health Insurance Trust Benefit Consortium (35,940 participants), Utility Trailer Manufacturing Company, LLC (2,440 participants) and Hcew Inc (1,979 participants).
- How much does James P Bennett & Company earn in commissions?
- Insurers reported $4.1 million in broker commissions and $228,542 in fees paid to James P Bennett & Company for plan year 2025, per Schedule A Part 1.
- Where is James P Bennett & Company located?
- James P Bennett & Company is based in Santa Monica, CA and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming James P Bennett & Company on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Acec Life/Health Insurance Trust Benefit Consortium | TX | 35,940 | 2024-12-31 |
| Utility Trailer Manufacturing Company, LLC | CA | 2,440 | 2025-02-28 |
| Hcew Inc | CA | 1,979 | 2026-02-28 |
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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.