Tracy Broughton
Ladera Ranch, CA
Tracy Broughton of Ladera Ranch, CA is the broker of record on 6 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $3,789 in reported broker commissions (plan year 2025).
Quick answer
Tracy Broughton (Ladera Ranch, CA) is the broker of record for 3 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Tracy Broughton have?
- Tracy Broughton is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
- Who are Tracy Broughton's largest employer clients?
- By plan participants, the largest include Winslow Memorial Hospital, Inc. (225 participants), Classic Vacations, LLC (214 participants) and Hampton Products International (187 participants).
- How much does Tracy Broughton earn in commissions?
- Insurers reported $3,789 in broker commissions paid to Tracy Broughton for plan year 2025, per Schedule A Part 1.
- Where is Tracy Broughton located?
- Tracy Broughton is based in Ladera Ranch, CA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Tracy Broughton 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 |
|---|---|---|---|
| Winslow Memorial Hospital, Inc. | AZ | 225 | 2025-12-31 |
| Classic Vacations, LLC | CA | 214 | 2025-12-31 |
| Hampton Products International | CA | 187 | 2025-12-31 |
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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.