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Benefits Intelligence/Broker Directory/California

Magnone Financial Services Corp

Ventura, CA

Magnone Financial Services Corp of Ventura, CA is the broker of record on 9 Form 5500 Schedule A filings covering 5 employer benefit plans, with $32,192 in reported broker commissions (plan year 2025).

Employer clients
5
distinct plan sponsors
Schedule A filings
9
States served
1
Reported commissions
$32,192
plan year 2025

Quick answer

Magnone Financial Services Corp (Ventura, CA) is the broker of record for 5 employer benefit plan sponsors on 9 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Magnone Financial Services Corp have?
Magnone Financial Services Corp is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors.
Who are Magnone Financial Services Corp's largest employer clients?
By plan participants, the largest include Paragon Industries Inc (1,062 participants), Jim Burke Ford (264 participants) and Ventura Orthopedics Medical Group, Inc. (250 participants).
How much does Magnone Financial Services Corp earn in commissions?
Insurers reported $32,192 in broker commissions paid to Magnone Financial Services Corp for plan year 2025, per Schedule A Part 1.
Where is Magnone Financial Services Corp located?
Magnone Financial Services Corp is based in Ventura, CA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Magnone Financial Services Corp 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
Paragon Industries IncCA1,0622025-12-31
Jim Burke FordCA2642025-12-31
Ventura Orthopedics Medical Group, Inc.CA2502025-12-31
2 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.