Peter C Lupone
Houston, TX
Peter C Lupone of Houston, TX is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans, with $507 in reported broker commissions (plan year 2025).
Quick answer
Peter C Lupone (Houston, TX) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Peter C Lupone have?
- Peter C Lupone is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
- Who are Peter C Lupone's largest employer clients?
- By plan participants, the largest include Eisenhower Medical Center (5,094 participants), Valley Christian Schools (799 participants) and Western Youth Services (295 participants).
- How much does Peter C Lupone earn in commissions?
- Insurers reported $507 in broker commissions paid to Peter C Lupone for plan year 2025, per Schedule A Part 1.
- Where is Peter C Lupone located?
- Peter C Lupone is based in Houston, TX.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Peter C Lupone 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 |
|---|---|---|---|
| Eisenhower Medical Center | CA | 5,094 | 2025-12-31 |
| Valley Christian Schools | CA | 799 | 2024-12-31 |
| Western Youth Services | CA | 295 | 2025-06-30 |
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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.