Fundz
Fundz
Benefits Intelligence/Broker Directory/California

Mark Carpenter

San Mateo, CA

Mark Carpenter of San Mateo, CA is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $217,306 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$217,306
plan year 2025
Reported fees
$6,570

Employer clients

Plan sponsors naming Mark Carpenter 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
Yougov America, Inc.CA3352025-12-31
Yougov America, Inc.CA1782024-12-31
South Bay Solutions Inc.CA1672025-09-30

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.

See plans & pricing →Start now

Other benefits brokers in California

All 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.