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Benefits Intelligence/Broker Directory/California

Preferred Partners Insurance Agency

Huntington Beach, CA

Preferred Partners Insurance Agency of Huntington Beach, CA is the broker of record on 30 Form 5500 Schedule A filings covering 4 employer benefit plans, with $4,573,771 in reported broker commissions (plan year 2024).

Employer clients
4
distinct plan sponsors
Schedule A filings
30
States served
1
Reported commissions
$4,573,771
plan year 2024
Reported fees
$414,730

Employer clients

Plan sponsors naming Preferred Partners Insurance Agency 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
Valley Presbyterian HospitalCA1,3072024-12-31
Hathaway-Sycamores Child And Family ServicesCA5322025-06-30
Gardens Regional Medical CenterCA2302016-08-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.

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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.