Lumity Insurance Services, Inc.
San Mateo, CA
Lumity Insurance Services, Inc. of San Mateo, CA is the broker of record on 14 Form 5500 Schedule A filings covering 11 employer benefit plans across 4 states, with $2,876,209 in reported broker commissions (plan year 2025).
Quick answer
Lumity Insurance Services, Inc. (San Mateo, CA) is the broker of record for 11 employer benefit plan sponsors on 14 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Lumity Insurance Services, Inc. have?
- Lumity Insurance Services, Inc. is named as broker on Form 5500 Schedule A filings for 11 distinct plan sponsors in 4 states.
- Who are Lumity Insurance Services, Inc.'s largest employer clients?
- By plan participants, the largest include Eshares, Inc. Dba Carta, Inc. (1,109 participants), Blink Health Group, LLC (798 participants) and Automattic Inc. (594 participants).
- How much does Lumity Insurance Services, Inc. earn in commissions?
- Insurers reported $2.9 million in broker commissions and $251,317 in fees paid to Lumity Insurance Services, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Lumity Insurance Services, Inc. located?
- Lumity Insurance Services, Inc. is based in San Mateo, CA and has employer clients in 4 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Lumity Insurance Services, 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 |
|---|---|---|---|
| Eshares, Inc. Dba Carta, Inc. | CA | 1,109 | 2025-12-31 |
| Blink Health Group, LLC | NY | 798 | 2025-12-31 |
| Automattic Inc. | CA | 594 | 2025-12-31 |
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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.