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Benefits Intelligence/Broker Directory/California

Jason Perkins

Irvine, CA

Jason Perkins of Irvine, CA is the broker of record on 41 Form 5500 Schedule A filings covering 15 employer benefit plans across 6 states, with $312,948 in reported broker commissions (plan year 2024).

Employer clients
15
distinct plan sponsors
Schedule A filings
41
States served
6
Reported commissions
$312,948
plan year 2024
Reported fees
$235

Employer clients

Plan sponsors naming Jason Perkins 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
Baker Tilly Us, LLPIL6,5372023-12-31
Genco Distribution System, Inc.PA4,2972011-12-31
Cbr Management Services , Inc.AZ1,6752023-12-31
12 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.