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Benefits Intelligence/Broker Directory/California

Steven Milton

Stevenson Ranch, CA

Steven Milton of Stevenson Ranch, CA is the broker of record on 25 Form 5500 Schedule A filings covering 5 employer benefit plans across 2 states, with $20,754 in reported broker commissions (plan year 2022).

Employer clients
5
distinct plan sponsors
Schedule A filings
25
States served
2
Reported commissions
$20,754
plan year 2022
Reported fees
$12,042

Employer clients

Plan sponsors naming Steven Milton 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
Rally Auto Group IncCA1572018-12-31
Casa De CadillacCA1402018-12-31
Paradise ChevroletCA1242018-12-31
2 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.