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Benefits Intelligence/Broker Directory/California

Poms And Associates Ins. Brokers

Calabasas, CA

Poms And Associates Ins. Brokers of Calabasas, CA is the broker of record on 20 Form 5500 Schedule A filings covering 10 employer benefit plans across 2 states, with $1,008,407 in reported broker commissions (plan year 2025).

Employer clients
10
distinct plan sponsors
Schedule A filings
20
States served
2
Reported commissions
$1,008,407
plan year 2025
Reported fees
$223,324

Quick answer

Poms And Associates Ins. Brokers (Calabasas, CA) is the broker of record for 10 employer benefit plan sponsors on 20 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Poms And Associates Ins. Brokers have?
Poms And Associates Ins. Brokers is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 2 states.
Who are Poms And Associates Ins. Brokers's largest employer clients?
By plan participants, the largest include Ampla Health (626 participants), Velocity Financial, Inc. (325 participants) and Heritage Land Co. (270 participants).
How much does Poms And Associates Ins. Brokers earn in commissions?
Insurers reported $1 million in broker commissions and $223,324 in fees paid to Poms And Associates Ins. Brokers for plan year 2025, per Schedule A Part 1.
Where is Poms And Associates Ins. Brokers located?
Poms And Associates Ins. Brokers is based in Calabasas, CA and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Poms And Associates Ins. Brokers 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
Ampla HealthCA6262025-06-30
Velocity Financial, Inc.CA3252025-10-31
Heritage Land Co.CA2702025-04-30
7 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.