Fundz
Fundz
Benefits Intelligence/Broker Directory/California

John Bolle

Walnut Creek, CA

John Bolle of Walnut Creek, CA is the broker of record on 136 Form 5500 Schedule A filings covering 70 employer benefit plans across 5 states, with $5 in reported broker commissions (plan year 2014).

Employer clients
70
distinct plan sponsors
Schedule A filings
136
States served
5
Reported commissions
$5
plan year 2014
Reported fees
$9,914

Employer clients

Plan sponsors naming John Bolle 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
Goodwill Industries Of Sacramento Valley & Northern Nevada, Inc.CA1,1432012-12-31
Planned Parenthood Mar Monte, Inc.CA1,0422012-12-31
E CenterCA5832012-12-31
67 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.