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Benefits Intelligence/Broker Directory/California

Penben Financial Services Inc. Dba

Layfayette, CA

Penben Financial Services Inc. Dba of Layfayette, CA is the broker of record on 538 Form 5500 Schedule A filings covering 112 employer benefit plans across 30 states, with $10,628,501 in reported broker commissions (plan year 2024).

Employer clients
112
distinct plan sponsors
Schedule A filings
538
States served
30
Reported commissions
$10,628,501
plan year 2024
Reported fees
$118,420

Employer clients

Plan sponsors naming Penben Financial Services Inc. Dba 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
Browning Automotive GroupCA4912024-12-31
L&R Group Of CompaniesCA3002015-12-31
MaryvaleCA2112019-10-31
109 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.