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Benefits Intelligence/Broker Directory/California

John E Horstmann Financial & Ins

Fresno, CA

John E Horstmann Financial & Ins of Fresno, CA is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans, with $84,865 in reported broker commissions (plan year 2024).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$84,865
plan year 2024

Quick answer

John E Horstmann Financial & Ins (Fresno, CA) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does John E Horstmann Financial & Ins have?
John E Horstmann Financial & Ins is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are John E Horstmann Financial & Ins's largest employer clients?
By plan participants, the largest include Cardiovascular Associates Inc (148 participants), The Nephrology Group, Inc. (146 participants) and Sierra Pacific Orthopaedic & Spine Center (144 participants).
How much does John E Horstmann Financial & Ins earn in commissions?
Insurers reported $84,865 in broker commissions paid to John E Horstmann Financial & Ins for plan year 2024, per Schedule A Part 1.
Where is John E Horstmann Financial & Ins located?
John E Horstmann Financial & Ins is based in Fresno, CA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming John E Horstmann Financial & Ins 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
Cardiovascular Associates IncCA1482024-12-31
The Nephrology Group, Inc.CA1462024-12-31
Sierra Pacific Orthopaedic & Spine CenterCA1442024-12-31

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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.