Weldon G Kerr
San Jose, CA
Weldon G Kerr of San Jose, CA is the broker of record on 14 Form 5500 Schedule A filings covering 10 employer benefit plans, with $267,605 in reported broker commissions (plan year 2025).
Quick answer
Weldon G Kerr (San Jose, CA) is the broker of record for 10 employer benefit plan sponsors on 14 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Weldon G Kerr have?
- Weldon G Kerr is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors.
- Who are Weldon G Kerr's largest employer clients?
- By plan participants, the largest include Savant Senior Living Management LLC (567 participants), California Automotive Retailing Group, Inc. (199 participants) and D-Matrix Corporation (154 participants).
- How much does Weldon G Kerr earn in commissions?
- Insurers reported $267,605 in broker commissions and $299,187 in fees paid to Weldon G Kerr for plan year 2025, per Schedule A Part 1.
- Where is Weldon G Kerr located?
- Weldon G Kerr is based in San Jose, CA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Weldon G Kerr 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 |
|---|---|---|---|
| Savant Senior Living Management LLC | CA | 567 | 2025-12-31 |
| California Automotive Retailing Group, Inc. | CA | 199 | 2024-12-31 |
| D-Matrix Corporation | CA | 154 | 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.