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Benefits Intelligence/Broker Directory/California

Steve Porter

Burlingame, CA

Steve Porter of Burlingame, CA is the broker of record on 27 Form 5500 Schedule A filings covering 10 employer benefit plans across 3 states, with $628,356 in reported broker commissions (plan year 2017).

Employer clients
10
distinct plan sponsors
Schedule A filings
27
States served
3
Reported commissions
$628,356
plan year 2017
Reported fees
$7,406

Employer clients

Plan sponsors naming Steve Porter 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
Chugach Alaska CorporationCA2,1792009-12-31
Melwood Horticultural Training Center, Inc.CA1,2122010-12-31
Sodexo Management, Inc.CA9302013-12-31
7 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.