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Benefits Intelligence/Broker Directory/California

Jhw Financial Svcs Financial Telesi

Cleveland, CA

Jhw Financial Svcs Financial Telesi of Cleveland, CA is the broker of record on 80 Form 5500 Schedule A filings covering 74 employer benefit plans across 16 states, with $303,032 in reported broker commissions (plan year 2017).

Employer clients
74
distinct plan sponsors
Schedule A filings
80
States served
16
Reported commissions
$303,032
plan year 2017
Reported fees
$1,225

Employer clients

Plan sponsors naming Jhw Financial Svcs Financial Telesi 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
Community Education Center, Inc.NJ2,4362014-12-31
Banco SantanderPR1,5002014-12-31
Professional Hospital Supply, Inc.CA1,2042014-12-31
71 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.