Patrick John Whitaker
San Jose, CA
Patrick John Whitaker of San Jose, CA is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $31,833 in reported broker commissions (plan year 2025).
Quick answer
Patrick John Whitaker (San Jose, CA) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Patrick John Whitaker have?
- Patrick John Whitaker is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Patrick John Whitaker's largest employer clients?
- By plan participants, the largest include Blueprint Test Preparation LLC (121 participants) and Rahi Systems, Inc.
- How much does Patrick John Whitaker earn in commissions?
- Insurers reported $31,833 in broker commissions paid to Patrick John Whitaker for plan year 2025, per Schedule A Part 1.
- Where is Patrick John Whitaker located?
- Patrick John Whitaker is based in San Jose, CA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Patrick John Whitaker 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 |
|---|---|---|---|
| Blueprint Test Preparation LLC | CA | 121 | 2025-12-31 |
| Rahi Systems, Inc | CA | 0 | 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.