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Benefits Intelligence/Broker Directory/California

Wendy Dawn Pack

Ramona, CA

Wendy Dawn Pack of Ramona, CA is the broker of record on 19 Form 5500 Schedule A filings covering 12 employer benefit plans across 8 states, with $1,114 in reported broker commissions (plan year 2025).

Employer clients
12
distinct plan sponsors
Schedule A filings
19
States served
8
Reported commissions
$1,114
plan year 2025

Quick answer

Wendy Dawn Pack (Ramona, CA) is the broker of record for 12 employer benefit plan sponsors on 19 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Wendy Dawn Pack have?
Wendy Dawn Pack is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 8 states.
Who are Wendy Dawn Pack's largest employer clients?
By plan participants, the largest include Yates Services, LLC (1,913 participants), W. G. Yates & Sons Construction Company & Affiliated Companies (1,309 participants) and Tyfco, LLC Dba Everde Growers (608 participants).
How much does Wendy Dawn Pack earn in commissions?
Insurers reported $1,114 in broker commissions paid to Wendy Dawn Pack for plan year 2025, per Schedule A Part 1.
Where is Wendy Dawn Pack located?
Wendy Dawn Pack is based in Ramona, CA and has employer clients in 8 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Wendy Dawn Pack 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
Yates Services, LLCTN1,9132025-12-31
W. G. Yates & Sons Construction Company & Affiliated CompaniesMS1,3092025-12-31
Tyfco, LLC Dba Everde GrowersTX6082025-09-30
9 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.