Morris & Garritano Ins Svcs., Inc.
San Luis Obispo, CA
Morris & Garritano Ins Svcs., Inc. of San Luis Obispo, CA is the broker of record on 5 Form 5500 Schedule A filings covering 5 employer benefit plans, with $43,392 in reported broker commissions (plan year 2024).
Quick answer
Morris & Garritano Ins Svcs., Inc. (San Luis Obispo, CA) is the broker of record for 5 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does Morris & Garritano Ins Svcs., Inc. have?
- Morris & Garritano Ins Svcs., Inc. is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors.
- Who are Morris & Garritano Ins Svcs., Inc.'s largest employer clients?
- By plan participants, the largest include Firestone Walker Inc (317 participants), Westpac Investments Inc. (212 participants) and Transitions-Mental Health Association (200 participants).
- How much does Morris & Garritano Ins Svcs., Inc. earn in commissions?
- Insurers reported $43,392 in broker commissions and $16,931 in fees paid to Morris & Garritano Ins Svcs., Inc. for plan year 2024, per Schedule A Part 1.
- Where is Morris & Garritano Ins Svcs., Inc. located?
- Morris & Garritano Ins Svcs., Inc. is based in San Luis Obispo, CA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Morris & Garritano Ins Svcs., Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Firestone Walker Inc | CA | 317 | 2025-08-31 |
| Westpac Investments Inc. | CA | 212 | 2025-09-30 |
| Transitions-Mental Health Association | CA | 200 | 2024-12-31 |
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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.