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Benefits Intelligence/Broker Directory/California

Sitzmann Morris & Lavis Insurance

Oakland, CA

Sitzmann Morris & Lavis Insurance of Oakland, CA is the broker of record on 56 Form 5500 Schedule A filings covering 32 employer benefit plans across 7 states, with $599,611 in reported broker commissions (plan year 2018).

Employer clients
32
distinct plan sponsors
Schedule A filings
56
States served
7
Reported commissions
$599,611
plan year 2018
Reported fees
$7,196

Employer clients

Plan sponsors naming Sitzmann Morris & Lavis Insurance 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
The Mens Wearhouse, Inc.TX6,5142009-12-31
Dsm Services Usa, Inc.NJ3,0202011-12-31
Commune Hotels & Resorts, LLCCA2,0072015-12-31
29 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.