Fundz
Fundz
Benefits Intelligence/Broker Directory/California

Maroevich, Oshea And Coghlan

San Francisco, CA

Maroevich, Oshea And Coghlan of San Francisco, CA is the broker of record on 22 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $565,211 in reported broker commissions (plan year 2024).

Employer clients
4
distinct plan sponsors
Schedule A filings
22
States served
2
Reported commissions
$565,211
plan year 2024
Reported fees
$3,262

Employer clients

Plan sponsors naming Maroevich, Oshea And Coghlan 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
St. Ignatius College PreparatoryCA2952023-12-31
Bonhams & Butterfields AuctioneersNY2662023-07-31
Rubicon Programs, Inc.CA1652022-12-31
1 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.

Get Strategic →Start now

Other benefits brokers in California

All brokers in California

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.