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Benefits Intelligence/Broker Directory/California

The Liberty Company Insurance

Woodland Hills, CA

The Liberty Company Insurance of Woodland Hills, CA is the broker of record on 6 Form 5500 Schedule A filings covering 4 employer benefit plans across 3 states, with $88,222 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
6
States served
3
Reported commissions
$88,222
plan year 2025
Reported fees
$1,998

Quick answer

The Liberty Company Insurance (Woodland Hills, 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 The Liberty Company Insurance have?
The Liberty Company Insurance is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 3 states.
Who are The Liberty Company Insurance's largest employer clients?
By plan participants, the largest include Beta Bionics, Inc. (285 participants), Kingsbury Inc. (201 participants) and Capodagli Property Company, LLC (144 participants).
How much does The Liberty Company Insurance earn in commissions?
Insurers reported $88,222 in broker commissions and $1,998 in fees paid to The Liberty Company Insurance for plan year 2025, per Schedule A Part 1.
Where is The Liberty Company Insurance located?
The Liberty Company Insurance is based in Woodland Hills, CA and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming The Liberty Company 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
Beta Bionics, Inc.CA2852024-12-31
Kingsbury Inc.PA2012025-12-31
Capodagli Property Company, LLCNJ1442024-12-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.