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Benefits Intelligence/Broker Directory/California

Sovereign Employee Benefits Inc

Upland, CA

Sovereign Employee Benefits Inc of Upland, CA is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $95,457 in reported broker commissions (plan year 2018).

Employer clients
3
distinct plan sponsors
Schedule A filings
5
States served
2
Reported commissions
$95,457
plan year 2018
Reported fees
$11,525

Employer clients

Plan sponsors naming Sovereign Employee Benefits Inc 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
Bellevue Christian SchoolWA1402008-09-30
Koos Manufacturing, Inc.CA1352009-06-30
Cal Tech Precision, Inc.CA1032018-12-31

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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.