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Benefits Intelligence/Broker Directory/California

Jhw Financial Services Inc

San Rafael, CA

Jhw Financial Services Inc of San Rafael, CA is the broker of record on 1,951 Form 5500 Schedule A filings covering 683 employer benefit plans across 43 states, with $20,088,625 in reported broker commissions (plan year 2019).

Employer clients
683
distinct plan sponsors
Schedule A filings
1,951
States served
43
Reported commissions
$20,088,625
plan year 2019
Reported fees
$2,054,507

Employer clients

Plan sponsors naming Jhw Financial Services Inc 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
Geisinger System ServicesPA16,9362015-12-31
Amn Healthcare, Inc.CA13,4212013-12-31
Plum Healthcare Group, LLCCA8,8702015-12-31
680 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.