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Benefits Intelligence/Broker Directory/California

Michael F. Fahey Lii

San Clemente, CA

Michael F. Fahey Lii of San Clemente, CA is the broker of record on 6 Form 5500 Schedule A filings covering 6 employer benefit plans across 2 states, with $689 in reported broker commissions (plan year 2025).

Employer clients
6
distinct plan sponsors
Schedule A filings
6
States served
2
Reported commissions
$689
plan year 2025
Reported fees
$160

Quick answer

Michael F. Fahey Lii (San Clemente, CA) is the broker of record for 6 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Michael F. Fahey Lii have?
Michael F. Fahey Lii is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 2 states.
Who are Michael F. Fahey Lii's largest employer clients?
By plan participants, the largest include Keystone Pacific Property Management LLC (402 participants), Western Concrete Pumping, Inc. (259 participants) and Coyne & Associates Education Corp. (155 participants).
How much does Michael F. Fahey Lii earn in commissions?
Insurers reported $689 in broker commissions and $160 in fees paid to Michael F. Fahey Lii for plan year 2025, per Schedule A Part 1.
Where is Michael F. Fahey Lii located?
Michael F. Fahey Lii is based in San Clemente, CA and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Michael F. Fahey Lii 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
Keystone Pacific Property Management LLCCA4022025-04-30
Western Concrete Pumping, Inc.CA2592024-12-31
Coyne & Associates Education Corp.CA1552025-12-31
3 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.