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Benefits Intelligence/Broker Directory/California

Nathan H Frazier

San Marcos, CA

Nathan H Frazier of San Marcos, CA is the broker of record on 11 Form 5500 Schedule A filings covering 3 employer benefit plans, with $2,367 in reported broker commissions (plan year 2022).

Employer clients
3
distinct plan sponsors
Schedule A filings
11
States served
1
Reported commissions
$2,367
plan year 2022
Reported fees
$159

Employer clients

Plan sponsors naming Nathan H Frazier 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
Credit Unions In The State Of Calif San Diego County Credit UnionCA6422012-12-31
Spa Havens, LLC Dba Cal-A-VieCA1342023-06-30
A-Z Bus Sales, Inc.CA1172014-09-30

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 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.