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Benefits Intelligence/Broker Directory/California

Michael Barone

San Diego, CA

Michael Barone of San Diego, CA is the broker of record on 10 Form 5500 Schedule A filings covering 3 employer benefit plans, with $52,917 in reported broker commissions (plan year 2020).

Employer clients
3
distinct plan sponsors
Schedule A filings
10
States served
1
Reported commissions
$52,917
plan year 2020

Employer clients

Plan sponsors naming Michael Barone 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
Pacific Sunwear Of California, Inc.CA2,7102019-05-31
Opus BankCA5442014-12-31
Ll Printers Carlsbad, LLCCA972015-12-31

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 month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.