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Benefits Intelligence/Broker Directory/California

Pension Benefits Unlimited, Inc.

Irvine, CA

Pension Benefits Unlimited, Inc. of Irvine, CA is the broker of record on 17 Form 5500 Schedule A filings covering 13 employer benefit plans, with $6,700 in reported broker commissions (plan year 2025).

Employer clients
13
distinct plan sponsors
Schedule A filings
17
States served
1
Reported commissions
$6,700
plan year 2025
Reported fees
$89,799

Employer clients

Plan sponsors naming Pension Benefits Unlimited, 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
Linden Trading Company, Inc.CA5792024-12-31
Boudreau Pipeline CorporationCA3482024-12-31
11 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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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.