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Benefits Intelligence/Broker Directory/California

Kyle Falce

San Jose, CA

Kyle Falce of San Jose, CA is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans, with $526 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$526
plan year 2025

Quick answer

Kyle Falce (San Jose, CA) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Kyle Falce have?
Kyle Falce is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Kyle Falce's largest employer clients?
By plan participants, the largest include Church Brothers, LLC (666 participants), Meriwest Credit Union (224 participants) and Phr Management, Inc. Dba Anaheim Majestic Garden Hotel (115 participants).
How much does Kyle Falce earn in commissions?
Insurers reported $526 in broker commissions paid to Kyle Falce for plan year 2025, per Schedule A Part 1.
Where is Kyle Falce located?
Kyle Falce is based in San Jose, CA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Kyle Falce 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
Church Brothers, LLCCA6662025-12-31
Meriwest Credit UnionCA2242025-12-31
Phr Management, Inc. Dba Anaheim Majestic Garden HotelCA1152025-05-31

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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.