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Benefits Intelligence/Broker Directory/California

Tracy Broughton

Ladera Ranch, CA

Tracy Broughton of Ladera Ranch, CA is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $1,974 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
5
States served
2
Reported commissions
$1,974
plan year 2025

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.

EmployerStateParticipantsPlan year end
Classic Vacations, LLCCA2332024-12-31
Winslow Memorial Hospital, Inc.AZ2252025-12-31
Classic Vacations, LLCCA2142025-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.