Lumity, Inc.
San Francisco, CA
Lumity, Inc. of San Francisco, CA is the broker of record on 41 Form 5500 Schedule A filings covering 37 employer benefit plans across 6 states, with $2,810,794 in reported broker commissions (plan year 2025).
Employer clients
Plan sponsors naming Lumity, Inc. 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 |
|---|---|---|---|
| Gitlab, Inc. | CA | 1,085 | 2024-12-31 |
| Netskope, Inc. | CA | 976 | 2024-12-31 |
| Automattic Inc. | CA | 689 | 2024-12-31 |
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 date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in California
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.