Fundz
Fundz
Benefits Intelligence/Broker Directory/California

Jody Fleming

Marysville, CA

Jody Fleming of Marysville, CA is the broker of record on 16 Form 5500 Schedule A filings covering 6 employer benefit plans across 4 states, with $3,288 in reported broker commissions (plan year 2017).

Employer clients
6
distinct plan sponsors
Schedule A filings
16
States served
4
Reported commissions
$3,288
plan year 2017
Reported fees
$220

Employer clients

Plan sponsors naming Jody Fleming 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
Fidelity National Financial, Inc.FL13,5812011-12-31
Umpqua BankOR4,7682016-12-31
Genco Distribution System, Inc.PA4,2972011-12-31
3 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.

Get Strategic →Start now

Other benefits brokers in California

All brokers in California

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.