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Benefits Intelligence/Broker Directory/California

Pen Flex Inc

San Diego, CA

Pen Flex Inc of San Diego, CA is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans, with $0 in reported broker commissions (plan year 2024).

Employer clients
3
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$0
plan year 2024
Reported fees
$8,995

Employer clients

Plan sponsors naming Pen Flex Inc 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
Alphatec Spine, Inc.CA7072024-12-31
Succession Capital, Inc.CA6152024-12-31
Murrieta Development Co., Inc.CA1232024-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.