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Benefits Intelligence/Broker Directory/California

Julie L Wold

Riverside, CA

Julie L Wold of Riverside, CA is the broker of record on 46 Form 5500 Schedule A filings covering 18 employer benefit plans across 5 states, with $28,446 in reported broker commissions (plan year 2023).

Employer clients
18
distinct plan sponsors
Schedule A filings
46
States served
5
Reported commissions
$28,446
plan year 2023
Reported fees
$213

Employer clients

Plan sponsors naming Julie L Wold 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
Agua Caliente Band Of Cahuilla IndiansCA1,7052022-12-31
Sunstate Equipment Co LLCAZ1,2862015-12-31
Hayward Industries, Inc.NJ1,1812015-12-31
15 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.

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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.