Fundz
Fundz
Benefits Intelligence/Broker Directory/California

Voluntary Benefits Advisory Network

Folsom, CA

Voluntary Benefits Advisory Network of Folsom, CA is the broker of record on 20 Form 5500 Schedule A filings covering 14 employer benefit plans across 3 states, with $8,281 in reported broker commissions (plan year 2022).

Employer clients
14
distinct plan sponsors
Schedule A filings
20
States served
3
Reported commissions
$8,281
plan year 2022
Reported fees
$904

Employer clients

Plan sponsors naming Voluntary Benefits Advisory Network 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
Amerit Fleet SolutionsCA1,8732017-12-31
Alta California Regional CenterCA5112019-08-31
Wehah Farm, Inc. Tax Exempt Trust For Welfare BenefitsCA3172016-12-31
11 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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 now

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.