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Benefits Intelligence/Broker Directory/California

Luciano Bortoletto

Citrus Heights, CA

Luciano Bortoletto of Citrus Heights, CA is the broker of record on 14 Form 5500 Schedule A filings covering 11 employer benefit plans across 5 states, with $308 in reported broker commissions (plan year 2015).

Employer clients
11
distinct plan sponsors
Schedule A filings
14
States served
5
Reported commissions
$308
plan year 2015
Reported fees
$510

Employer clients

Plan sponsors naming Luciano Bortoletto 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
Marquis CompaniesOR1,5752016-06-30
Freight Handlers, Inc.NC1,3282014-12-31
Fleetcor Technologies, Inc.LA1,1412014-12-31
8 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.