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Benefits Intelligence/Broker Directory/California

Lebherz Insurance Services Inc

San Mateo, CA

Lebherz Insurance Services Inc of San Mateo, CA is the broker of record on 276 Form 5500 Schedule A filings covering 111 employer benefit plans across 8 states, with $2,717,975 in reported broker commissions (plan year 2023).

Employer clients
111
distinct plan sponsors
Schedule A filings
276
States served
8
Reported commissions
$2,717,975
plan year 2023
Reported fees
$180,338

Employer clients

Plan sponsors naming Lebherz Insurance Services Inc 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
Chs/Community Health Systems, Inc.TN63,9722009-12-31
Universal Security Solutions Universal Protection ServiceCA2,8582010-12-31
Associa, Inc.TX2,0312011-12-31
108 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.

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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.