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Benefits Intelligence/Broker Directory/California

Lee Scheuer

Menlo Park, CA

Lee Scheuer of Menlo Park, CA is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans, with $22,187 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$22,187
plan year 2025

Quick answer

Lee Scheuer (Menlo Park, CA) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Lee Scheuer have?
Lee Scheuer is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Lee Scheuer's largest employer clients?
By plan participants, the largest include Model N Inc. (384 participants) and Alto Pharmacy, LLC (368 participants).
How much does Lee Scheuer earn in commissions?
Insurers reported $22,187 in broker commissions paid to Lee Scheuer for plan year 2025, per Schedule A Part 1.
Where is Lee Scheuer located?
Lee Scheuer is based in Menlo Park, CA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Lee Scheuer 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
Model N Inc.CA3842025-12-31
Alto Pharmacy, LLCCA3682025-12-31

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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.