Progressive Benefit Group
Santa Cruz, CA
Progressive Benefit Group of Santa Cruz, CA is the broker of record on 25 Form 5500 Schedule A filings covering 17 employer benefit plans across 2 states, with $685,387 in reported broker commissions (plan year 2025).
Quick answer
Progressive Benefit Group (Santa Cruz, CA) is the broker of record for 17 employer benefit plan sponsors on 25 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Progressive Benefit Group have?
- Progressive Benefit Group is named as broker on Form 5500 Schedule A filings for 17 distinct plan sponsors in 2 states.
- Who are Progressive Benefit Group's largest employer clients?
- By plan participants, the largest include Valcourt Building Services, L.C. (1,992 participants), Nordic Naturals (393 participants) and Bay 101 (345 participants).
- How much does Progressive Benefit Group earn in commissions?
- Insurers reported $685,387 in broker commissions and $123,290 in fees paid to Progressive Benefit Group for plan year 2025, per Schedule A Part 1.
- Where is Progressive Benefit Group located?
- Progressive Benefit Group is based in Santa Cruz, CA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Progressive Benefit Group 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 |
|---|---|---|---|
| Valcourt Building Services, L.C. | VA | 1,992 | 2024-12-31 |
| Nordic Naturals | CA | 393 | 2025-12-31 |
| Bay 101 | CA | 345 | 2025-12-31 |
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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.