Pensionmark Securities, LLC
Santa Barbara, CA
Pensionmark Securities, LLC of Santa Barbara, CA is the broker of record on 33 Form 5500 Schedule A filings covering 23 employer benefit plans across 8 states, with $1,134,276 in reported broker commissions (plan year 2025).
Quick answer
Pensionmark Securities, LLC (Santa Barbara, CA) is the broker of record for 23 employer benefit plan sponsors on 33 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Pensionmark Securities, LLC have?
- Pensionmark Securities, LLC is named as broker on Form 5500 Schedule A filings for 23 distinct plan sponsors in 8 states.
- Who are Pensionmark Securities, LLC's largest employer clients?
- By plan participants, the largest include Desert Sands Public Charter, Inc. (2,227 participants), Devens Treatment & Recovery Center, LLC (482 participants) and Kennebec Behavioral Health (479 participants).
- How much does Pensionmark Securities, LLC earn in commissions?
- Insurers reported $1.1 million in broker commissions paid to Pensionmark Securities, LLC for plan year 2025, per Schedule A Part 1.
- Where is Pensionmark Securities, LLC located?
- Pensionmark Securities, LLC is based in Santa Barbara, CA and has employer clients in 8 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Pensionmark Securities, LLC 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 |
|---|---|---|---|
| Desert Sands Public Charter, Inc. | CA | 2,227 | 2025-12-31 |
| Devens Treatment & Recovery Center, LLC | MA | 482 | 2025-12-31 |
| Kennebec Behavioral Health | ME | 479 | 2025-12-31 |
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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.