Leavitt Pacific Insurance Brokers
San Jose, CA
Leavitt Pacific Insurance Brokers of San Jose, CA is the broker of record on 12 Form 5500 Schedule A filings covering 9 employer benefit plans across 3 states, with $756,712 in reported broker commissions (plan year 2025).
Quick answer
Leavitt Pacific Insurance Brokers (San Jose, CA) is the broker of record for 9 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Leavitt Pacific Insurance Brokers have?
- Leavitt Pacific Insurance Brokers is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 3 states.
- Who are Leavitt Pacific Insurance Brokers's largest employer clients?
- By plan participants, the largest include Lgaa, LLC (2,785 participants), Bay Area Community Health (491 participants) and South County Community Health Center, Inc. Dba (355 participants).
- How much does Leavitt Pacific Insurance Brokers earn in commissions?
- Insurers reported $756,712 in broker commissions and $700 in fees paid to Leavitt Pacific Insurance Brokers for plan year 2025, per Schedule A Part 1.
- Where is Leavitt Pacific Insurance Brokers located?
- Leavitt Pacific Insurance Brokers is based in San Jose, CA and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Leavitt Pacific Insurance Brokers 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 |
|---|---|---|---|
| Lgaa, LLC | UT | 2,785 | 2025-05-31 |
| Bay Area Community Health | CA | 491 | 2025-12-31 |
| South County Community Health Center, Inc. Dba | CA | 355 | 2025-12-31 |
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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.