Lbw Insurance & Financial Services
Valencia, CA
Lbw Insurance & Financial Services of Valencia, CA is the broker of record on 6 Form 5500 Schedule A filings covering 5 employer benefit plans across 2 states, with $94,535 in reported broker commissions (plan year 2025).
Quick answer
Lbw Insurance & Financial Services (Valencia, CA) is the broker of record for 5 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Lbw Insurance & Financial Services have?
- Lbw Insurance & Financial Services is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 2 states.
- Who are Lbw Insurance & Financial Services's largest employer clients?
- By plan participants, the largest include Remo, Inc. (147 participants), Enpress LLC (128 participants) and Classic Wire Cut Company Inc. (121 participants).
- How much does Lbw Insurance & Financial Services earn in commissions?
- Insurers reported $94,535 in broker commissions and $177 in fees paid to Lbw Insurance & Financial Services for plan year 2025, per Schedule A Part 1.
- Where is Lbw Insurance & Financial Services located?
- Lbw Insurance & Financial Services is based in Valencia, CA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Lbw Insurance & Financial 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 |
|---|---|---|---|
| Remo, Inc. | CA | 147 | 2026-01-31 |
| Enpress LLC | OH | 128 | 2025-09-30 |
| Classic Wire Cut Company Inc. | CA | 121 | 2025-08-31 |
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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.