Rhoel T Valdez
Winnetka, CA
Rhoel T Valdez of Winnetka, CA is the broker of record on 10 Form 5500 Schedule A filings covering 7 employer benefit plans, with $5,771 in reported broker commissions (plan year 2025).
Quick answer
Rhoel T Valdez (Winnetka, CA) is the broker of record for 7 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Rhoel T Valdez have?
- Rhoel T Valdez is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors.
- Who are Rhoel T Valdez's largest employer clients?
- By plan participants, the largest include Buchalter, A Professional Corporation (925 participants), Nksfb, LLC (605 participants) and Ctbc Bank Corp. (Usa) (358 participants).
- How much does Rhoel T Valdez earn in commissions?
- Insurers reported $5,771 in broker commissions and $344 in fees paid to Rhoel T Valdez for plan year 2025, per Schedule A Part 1.
- Where is Rhoel T Valdez located?
- Rhoel T Valdez is based in Winnetka, CA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Rhoel T Valdez 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 |
|---|---|---|---|
| Buchalter, A Professional Corporation | CA | 925 | 2025-12-31 |
| Nksfb, LLC | CA | 605 | 2025-12-31 |
| Ctbc Bank Corp. (Usa) | CA | 358 | 2024-12-31 |
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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.