Tax & Financial Group Benefits
Newport Beach, CA
Tax & Financial Group Benefits of Newport Beach, CA is the broker of record on 6 Form 5500 Schedule A filings covering 4 employer benefit plans, with $287,619 in reported broker commissions (plan year 2025).
Quick answer
Tax & Financial Group Benefits (Newport Beach, CA) is the broker of record for 4 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Tax & Financial Group Benefits have?
- Tax & Financial Group Benefits is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
- Who are Tax & Financial Group Benefits's largest employer clients?
- By plan participants, the largest include Lmc Enterprises (138 participants), Serazen LLC (119 participants) and Global Trade Marketing Inc. Dba Ziglift Material Handling (105 participants).
- How much does Tax & Financial Group Benefits earn in commissions?
- Insurers reported $287,619 in broker commissions and $75,614 in fees paid to Tax & Financial Group Benefits for plan year 2025, per Schedule A Part 1.
- Where is Tax & Financial Group Benefits located?
- Tax & Financial Group Benefits is based in Newport Beach, CA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Tax & Financial Group Benefits 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 |
|---|---|---|---|
| Lmc Enterprises | CA | 138 | 2025-12-31 |
| Serazen LLC | CA | 119 | 2024-12-31 |
| Global Trade Marketing Inc. Dba Ziglift Material Handling | CA | 105 | 2025-11-30 |
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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.