Fundz
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Benefits Intelligence/Broker Directory/California

Pg Insurance Services Inc.

Laguna Hills, CA

Pg Insurance Services Inc. of Laguna Hills, CA is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans, with $611,638 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$611,638
plan year 2025
Reported fees
$2,440

Quick answer

Pg Insurance Services Inc. (Laguna Hills, CA) 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 Pg Insurance Services Inc. have?
Pg Insurance Services Inc. is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Pg Insurance Services Inc.'s largest employer clients?
By plan participants, the largest include Archival Foundation (494 participants), Lefiell Manufacturing Company (120 participants) and Epic Sheet Metal, Inc. (104 participants).
How much does Pg Insurance Services Inc. earn in commissions?
Insurers reported $611,638 in broker commissions and $2,440 in fees paid to Pg Insurance Services Inc. for plan year 2025, per Schedule A Part 1.
Where is Pg Insurance Services Inc. located?
Pg Insurance Services Inc. is based in Laguna Hills, CA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Pg Insurance Services 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
Archival FoundationCA4942025-07-31
Lefiell Manufacturing CompanyCA1202025-12-31
Epic Sheet Metal, Inc.CA1042025-09-30

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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.