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Benefits Intelligence/Broker Directory/California

San Francisco Associates Fncl

San Francisco, CA

San Francisco Associates Fncl of San Francisco, CA is the broker of record on 6 Form 5500 Schedule A filings covering 4 employer benefit plans, with $7,409 in reported broker commissions (plan year 2022).

Employer clients
4
distinct plan sponsors
Schedule A filings
6
States served
1
Reported commissions
$7,409
plan year 2022

Employer clients

Plan sponsors naming San Francisco Associates Fncl 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
Signature Coast Holdings, LLC Dba Coast Landscape ManagementCA3672019-12-31
Coast Landscape ManagementCA1172016-12-31
Andpak, Inc.CA722010-09-30
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.

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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.