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Benefits Intelligence/Broker Directory/California

Lisi LLC Dba Amwins Connect

Santa Ana, CA

Lisi LLC Dba Amwins Connect of Santa Ana, CA is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans, with $26,684 in reported broker commissions (plan year 2024).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$26,684
plan year 2024
Reported fees
$7,006

Employer clients

Plan sponsors naming Lisi LLC Dba Amwins Connect 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
Salud Para La GenteCA3952024-12-31
Atosa Catering Equipment, Inc.CA1732024-12-31
Vintage Associates, Inc. Dba Vintage LandscapeCA1102025-07-31

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.