San Diego Regional Office
San Diego, CA
San Diego Regional Office of San Diego, CA is the broker of record on 6 Form 5500 Schedule A filings covering 6 employer benefit plans across 2 states, with $0 in reported broker commissions (plan year 2025).
Quick answer
San Diego Regional Office (San Diego, CA) is the broker of record for 6 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does San Diego Regional Office have?
- San Diego Regional Office is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 2 states.
- Who are San Diego Regional Office's largest employer clients?
- By plan participants, the largest include T. E. R. I., Inc. (737 participants), Mfi Recovery Center (360 participants) and San Diego Youth Services (283 participants).
- Where is San Diego Regional Office located?
- San Diego Regional Office is based in San Diego, CA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming San Diego Regional Office 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 |
|---|---|---|---|
| T. E. R. I., Inc. | CA | 737 | 2025-06-30 |
| Mfi Recovery Center | CA | 360 | 2025-06-30 |
| San Diego Youth Services | CA | 283 | 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.