How many employer clients does Willis have?

Willis is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 3 states.

Who are Willis's largest employer clients?

By plan participants, the largest include Advanced Energy Industries, Inc. (1,036 participants) and Pentel Of America, Ltd (112 participants).

How much does Willis earn in commissions?

Insurers reported $17,661 in broker commissions and $90,609 in fees paid to Willis for plan year 2025, per Schedule A Part 1.

Where is Willis located?

Willis is based in Los Angeles, CA and has employer clients in 3 states.

Benefits Intelligence/Broker Directory/California

Willis

Los Angeles, CA

Willis of Los Angeles, CA is the broker of record on 12 Form 5500 Schedule A filings covering 9 employer benefit plans across 3 states, with $17,661 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$17,661

plan year 2025

Reported fees

$90,609

Quick answer

Willis (Los Angeles, CA) is the broker of record for 9 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Willis have?: Willis is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 3 states.
Who are Willis's largest employer clients?: By plan participants, the largest include Advanced Energy Industries, Inc. (1,036 participants) and Pentel Of America, Ltd (112 participants).
How much does Willis earn in commissions?: Insurers reported $17,661 in broker commissions and $90,609 in fees paid to Willis for plan year 2025, per Schedule A Part 1.
Where is Willis located?: Willis is based in Los Angeles, CA and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Willis 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
Advanced Energy Industries, Inc.	CO	1,036	2025-12-31
Pentel Of America, Ltd	CA	112	2024-12-31

7 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.