Rbg San Jose
San Jose, CA
Rbg San Jose of San Jose, CA is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans, with $105,984 in reported broker commissions (plan year 2025).
Quick answer
Rbg San Jose (San Jose, 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 Rbg San Jose have?
- Rbg San Jose is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
- Who are Rbg San Jose's largest employer clients?
- By plan participants, the largest include Palo Alto University, Inc. (159 participants) and Upside Foods, Inc. (151 participants).
- How much does Rbg San Jose earn in commissions?
- Insurers reported $105,984 in broker commissions and $39,445 in fees paid to Rbg San Jose for plan year 2025, per Schedule A Part 1.
- Where is Rbg San Jose located?
- Rbg San Jose is based in San Jose, CA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Rbg San Jose 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 |
|---|---|---|---|
| Palo Alto University, Inc. | CA | 159 | 2025-07-31 |
| Upside Foods, Inc. | CA | 151 | 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.