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Benefits Intelligence/Broker Directory/California

Owen And Company

Sacramento, CA

Owen And Company of Sacramento, CA is the broker of record on 66 Form 5500 Schedule A filings covering 23 employer benefit plans across 3 states, with $2,154,933 in reported broker commissions (plan year 2023).

Employer clients
23
distinct plan sponsors
Schedule A filings
66
States served
3
Reported commissions
$2,154,933
plan year 2023
Reported fees
$172

Employer clients

Plan sponsors naming Owen And Company 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
American Council Of Engineering CompaniesTX44,4122017-12-31
Acec Life/Health Insurance Trust Benefit ConsortiumTX41,3882018-12-31
El & El Wood Products Corp.CA3662017-12-31
20 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.