Purshe Kaplan Sterling Inv Inc
Albany, CA
Purshe Kaplan Sterling Inv Inc of Albany, CA is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $4,644 in reported broker commissions (plan year 2025).
Quick answer
Purshe Kaplan Sterling Inv Inc (Albany, 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 Purshe Kaplan Sterling Inv Inc have?
- Purshe Kaplan Sterling Inv Inc is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
- Who are Purshe Kaplan Sterling Inv Inc's largest employer clients?
- By plan participants, the largest include Plan Professionals, LLC (2,884 participants), Integrits Corporation (183 participants) and Ennis Center For Children, Inc. (164 participants).
- How much does Purshe Kaplan Sterling Inv Inc earn in commissions?
- Insurers reported $4,644 in broker commissions paid to Purshe Kaplan Sterling Inv Inc for plan year 2025, per Schedule A Part 1.
- Where is Purshe Kaplan Sterling Inv Inc located?
- Purshe Kaplan Sterling Inv Inc is based in Albany, CA and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Purshe Kaplan Sterling Inv Inc 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 |
|---|---|---|---|
| Plan Professionals, LLC | NJ | 2,884 | 2024-12-31 |
| Integrits Corporation | CA | 183 | 2025-12-31 |
| Ennis Center For Children, Inc. | MI | 164 | 2024-12-31 |
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 walkthroughKnow 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.
Other benefits brokers in California
- Alliant Insurance Services, Inc.: 2,318 employer clients, $282,182,496 reported commissions (San Diego)
- Ima, Inc.: 1,017 employer clients, $64,433,754 reported commissions (Pasadena)
- Edgewood Partners Insurance Center: 766 employer clients, $95,845,709 reported commissions (Concord)
- Lpl Financial Corporation: 656 employer clients, $17,908,374 reported commissions (San Diego)
- Sequoia Benefits & Ins Svcs LLC: 647 employer clients, $133,634,524 reported commissions (San Mateo)
- Hub International Ins Svcs Inc.: 680 employer clients, $68,728,201 reported commissions (Riverside)
- Hub International Ins Services Inc: 521 employer clients, $25,794,470 reported commissions (Riverside)
- Willis Towers Watson Ins Svcs West: 373 employer clients, $26,596,459 reported commissions (Pasadena)
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.