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Benefits Intelligence/Broker Directory/California

Liberty Benefit Insurance Service

San Jose, CA

Liberty Benefit Insurance Service of San Jose, CA is the broker of record on 25 Form 5500 Schedule A filings covering 14 employer benefit plans across 2 states, with $1,295,892 in reported broker commissions (plan year 2018).

Employer clients
14
distinct plan sponsors
Schedule A filings
25
States served
2
Reported commissions
$1,295,892
plan year 2018
Reported fees
$90,855

Employer clients

Plan sponsors naming Liberty Benefit Insurance Service 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
Pinnacle EntertainmentNV6,5832012-12-31
Fpi Management, Inc.CA1,3702011-07-31
Essex Property Trust, Inc.CA9132010-05-31
11 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

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.