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Benefits Intelligence/Broker Directory/California

Kathy Duffy Insurance Services

Shadow Hills, CA

Kathy Duffy Insurance Services of Shadow Hills, CA is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans, with $11,647 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$11,647
plan year 2025
Reported fees
$1,013

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.

EmployerStateParticipantsPlan year end
Via Care Community Health CenterCA3232025-05-31
The Whole ChildCA1802025-06-30
La Follette, Johnson, Dehaas, Fesler & AmesCA1162025-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.