Fundz
Fundz
Benefits Intelligence/Broker Directory/California

Ramona Margaret Daly

San Clemente, CA

Ramona Margaret Daly of San Clemente, CA is the broker of record on 7 Form 5500 Schedule A filings covering 5 employer benefit plans, with $18,833 in reported broker commissions (plan year 2025).

Employer clients
5
distinct plan sponsors
Schedule A filings
7
States served
1
Reported commissions
$18,833
plan year 2025
Reported fees
$2,061

Quick answer

Ramona Margaret Daly (San Clemente, CA) is the broker of record for 5 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Ramona Margaret Daly have?
Ramona Margaret Daly is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors.
Who are Ramona Margaret Daly's largest employer clients?
By plan participants, the largest include Radnet Management, Inc. (11,490 participants), Windsor Fashion, LLC (1,241 participants) and Ford, Walker, Haggerty & Behar, LLP (202 participants).
How much does Ramona Margaret Daly earn in commissions?
Insurers reported $18,833 in broker commissions and $2,061 in fees paid to Ramona Margaret Daly for plan year 2025, per Schedule A Part 1.
Where is Ramona Margaret Daly located?
Ramona Margaret Daly is based in San Clemente, CA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Ramona Margaret Daly 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
Radnet Management, Inc.CA11,4902025-12-31
Windsor Fashion, LLCCA1,2412025-07-31
Ford, Walker, Haggerty & Behar, LLPCA2022025-05-31
2 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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 walkthrough

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.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in California

All brokers in California →

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.