Fundz
Fundz
Benefits Intelligence/Broker Directory/California

Petra Pacific Insurance Service Inc

Orange, CA

Petra Pacific Insurance Service Inc of Orange, CA is the broker of record on 10 Form 5500 Schedule A filings covering 7 employer benefit plans across 2 states, with $248,408 in reported broker commissions (plan year 2025).

Employer clients
7
distinct plan sponsors
Schedule A filings
10
States served
2
Reported commissions
$248,408
plan year 2025

Quick answer

Petra Pacific Insurance Service Inc (Orange, CA) is the broker of record for 7 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Petra Pacific Insurance Service Inc have?
Petra Pacific Insurance Service Inc is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 2 states.
Who are Petra Pacific Insurance Service Inc's largest employer clients?
By plan participants, the largest include Trustees Of Restaurant & Hospitality Association Benefit Tr (2,542 participants), Specialty Restaurants Corporation (1,688 participants) and Fjs, Inc. Dba Westin Anaheim Resort (655 participants).
How much does Petra Pacific Insurance Service Inc earn in commissions?
Insurers reported $248,408 in broker commissions paid to Petra Pacific Insurance Service Inc for plan year 2025, per Schedule A Part 1.
Where is Petra Pacific Insurance Service Inc located?
Petra Pacific Insurance Service Inc is based in Orange, CA and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Petra Pacific Insurance Service 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
Trustees Of Restaurant & Hospitality Association Benefit TrIL2,5422025-12-31
Specialty Restaurants CorporationCA1,6882025-06-30
Fjs, Inc. Dba Westin Anaheim ResortCA6552025-12-31
4 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

Know who holds the account, and when it renews.

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.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in California

All brokers in California →

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.