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Benefits Intelligence/Broker Directory/California

Neovia Integrated Insurance Svces.

Goleta, CA

Neovia Integrated Insurance Svces. of Goleta, CA is the broker of record on 24 Form 5500 Schedule A filings covering 8 employer benefit plans across 2 states, with $2,711,689 in reported broker commissions (plan year 2015).

Employer clients
8
distinct plan sponsors
Schedule A filings
24
States served
2
Reported commissions
$2,711,689
plan year 2015
Reported fees
$107,602

Employer clients

Plan sponsors naming Neovia Integrated Insurance Svces. 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
U.S. Security Holdings, Inc.GA2,7092013-12-31
Tecolote Research, Inc.CA5492015-12-31
Nusil Technology LLCCA4822015-12-31
5 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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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.