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Benefits Intelligence/Broker Directory/California

Valley Benefits Ins Serv

Modesto, CA

Valley Benefits Ins Serv of Modesto, CA is the broker of record on 17 Form 5500 Schedule A filings covering 3 employer benefit plans, with $367,803 in reported broker commissions (plan year 2023).

Employer clients
3
distinct plan sponsors
Schedule A filings
17
States served
1
Reported commissions
$367,803
plan year 2023
Reported fees
$5,100

Employer clients

Plan sponsors naming Valley Benefits Ins Serv 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
Pacific Southwest Container LLCCA4472010-12-31
Oak Valley Community BankCA2012023-12-31
Gilton Solid Waste Management, IncCA1802011-08-31

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.

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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.