Kathy Duffy Insurance Services
Shadow Hills, CA
Kathy Duffy Insurance Services of Shadow Hills, CA is the broker of record on 4 Form 5500 Schedule A filings covering 4 employer benefit plans, with $15,750 in reported broker commissions (plan year 2025).
Quick answer
Kathy Duffy Insurance Services (Shadow Hills, CA) is the broker of record for 4 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Kathy Duffy Insurance Services have?
- Kathy Duffy Insurance Services is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
- Who are Kathy Duffy Insurance Services's largest employer clients?
- By plan participants, the largest include Via Care Community Health Center (323 participants), Burke, Williams & Sorensen LLP (206 participants) and The Whole Child (180 participants).
- How much does Kathy Duffy Insurance Services earn in commissions?
- Insurers reported $15,750 in broker commissions and $1,054 in fees paid to Kathy Duffy Insurance Services for plan year 2025, per Schedule A Part 1.
- Where is Kathy Duffy Insurance Services located?
- Kathy Duffy Insurance Services is based in Shadow Hills, CA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Kathy Duffy Insurance Services on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Via Care Community Health Center | CA | 323 | 2025-05-31 |
| Burke, Williams & Sorensen LLP | CA | 206 | 2025-12-31 |
| The Whole Child | CA | 180 | 2025-06-30 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow 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.
Other benefits brokers in California
- Alliant Insurance Services, Inc.: 2,318 employer clients, $282,182,496 reported commissions (San Diego)
- Ima, Inc.: 1,017 employer clients, $64,433,754 reported commissions (Pasadena)
- Edgewood Partners Insurance Center: 766 employer clients, $95,845,709 reported commissions (Concord)
- Lpl Financial Corporation: 656 employer clients, $17,908,374 reported commissions (San Diego)
- Sequoia Benefits & Ins Svcs LLC: 647 employer clients, $133,634,524 reported commissions (San Mateo)
- Hub International Ins Svcs Inc.: 680 employer clients, $68,728,201 reported commissions (Riverside)
- Hub International Ins Services Inc: 521 employer clients, $25,794,470 reported commissions (Riverside)
- Willis Towers Watson Ins Svcs West: 373 employer clients, $26,596,459 reported commissions (Pasadena)
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.