Lisi LLC
Santa Ana, CA
Lisi LLC of Santa Ana, CA is the broker of record on 34 Form 5500 Schedule A filings covering 24 employer benefit plans across 7 states, with $210,039 in reported broker commissions (plan year 2025).
Quick answer
Lisi LLC (Santa Ana, CA) is the broker of record for 24 employer benefit plan sponsors on 34 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Lisi LLC have?
- Lisi LLC is named as broker on Form 5500 Schedule A filings for 24 distinct plan sponsors in 7 states.
- Who are Lisi LLC's largest employer clients?
- By plan participants, the largest include Cardinale Oldsmobile Gmc, Truck Inc. (754 participants), Fortune Enterprise Holdings, Inc. (514 participants) and Nourison Industries Inc. (511 participants).
- How much does Lisi LLC earn in commissions?
- Insurers reported $210,039 in broker commissions and $64,894 in fees paid to Lisi LLC for plan year 2025, per Schedule A Part 1.
- Where is Lisi LLC located?
- Lisi LLC is based in Santa Ana, CA and has employer clients in 7 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Lisi LLC 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 |
|---|---|---|---|
| Cardinale Oldsmobile Gmc, Truck Inc. | CA | 754 | 2025-12-31 |
| Fortune Enterprise Holdings, Inc. | CA | 514 | 2020-05-31 |
| Nourison Industries Inc. | NJ | 511 | 2024-12-31 |
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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.