Segal Company (Western States) Inc
San Francisco, CA
Segal Company (Western States) Inc of San Francisco, CA is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans across 3 states, with $37,804 in reported broker commissions (plan year 2025).
Quick answer
Segal Company (Western States) Inc (San Francisco, CA) is the broker of record for 4 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Segal Company (Western States) Inc have?
- Segal Company (Western States) Inc is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 3 states.
- Who are Segal Company (Western States) Inc's largest employer clients?
- By plan participants, the largest include Mesa Air Group Inc (1,565 participants), Liberty Dental Plan Corporation (988 participants) and Board Of Trustees Ibew Health And Welfare Trust Of Southwest Washingto (765 participants).
- How much does Segal Company (Western States) Inc earn in commissions?
- Insurers reported $37,804 in broker commissions and $46,942 in fees paid to Segal Company (Western States) Inc for plan year 2025, per Schedule A Part 1.
- Where is Segal Company (Western States) Inc located?
- Segal Company (Western States) Inc is based in San Francisco, CA and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Segal Company (Western States) Inc 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 |
|---|---|---|---|
| Mesa Air Group Inc | AZ | 1,565 | 2025-12-31 |
| Liberty Dental Plan Corporation | CA | 988 | 2025-12-31 |
| Board Of Trustees Ibew Health And Welfare Trust Of Southwest Washingto | WA | 765 | 2025-06-30 |
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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.