Fundz
Fundz
Benefits Intelligence/Broker Directory/California

United Agencies Inc

Burbank, CA

United Agencies Inc of Burbank, CA is the broker of record on 14 Form 5500 Schedule A filings covering 8 employer benefit plans across 2 states, with $861,854 in reported broker commissions (plan year 2025).

Employer clients
8
distinct plan sponsors
Schedule A filings
14
States served
2
Reported commissions
$861,854
plan year 2025
Reported fees
$33,795

Quick answer

United Agencies Inc (Burbank, CA) is the broker of record for 8 employer benefit plan sponsors on 14 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does United Agencies Inc have?
United Agencies Inc is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 2 states.
Who are United Agencies Inc's largest employer clients?
By plan participants, the largest include Loma Linda University Health Care (2,144 participants), Millennia Housing Management Ltd (750 participants) and Mbs Asset Management LLC (410 participants).
How much does United Agencies Inc earn in commissions?
Insurers reported $861,854 in broker commissions and $33,795 in fees paid to United Agencies Inc for plan year 2025, per Schedule A Part 1.
Where is United Agencies Inc located?
United Agencies Inc is based in Burbank, CA and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming United Agencies Inc 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
Loma Linda University Health CareCA2,1442025-12-31
Millennia Housing Management LtdOH7502025-07-31
Mbs Asset Management LLCCA4102020-12-31
5 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

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.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in California

All brokers in California →

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.