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Fundz
Benefits Intelligence/Broker Directory/California

Willis Ins Svcs Of Ca Inc

San Francisco, CA

Willis Ins Svcs Of Ca Inc of San Francisco, CA is the broker of record on 19 Form 5500 Schedule A filings covering 12 employer benefit plans across 3 states, with $548,190 in reported broker commissions (plan year 2025).

Employer clients
12
distinct plan sponsors
Schedule A filings
19
States served
3
Reported commissions
$548,190
plan year 2025
Reported fees
$11,046

Quick answer

Willis Ins Svcs Of Ca Inc (San Francisco, 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 Willis Ins Svcs Of Ca Inc have?
Willis Ins Svcs Of Ca Inc is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 3 states.
Who are Willis Ins Svcs Of Ca Inc's largest employer clients?
By plan participants, the largest include Rosendin Electric, Inc. (2,640 participants), Quinn Group, Inc. (1,420 participants) and Cohesity, Inc. (1,162 participants).
How much does Willis Ins Svcs Of Ca Inc earn in commissions?
Insurers reported $548,190 in broker commissions and $11,046 in fees paid to Willis Ins Svcs Of Ca Inc for plan year 2025, per Schedule A Part 1.
Where is Willis Ins Svcs Of Ca Inc located?
Willis Ins Svcs Of Ca Inc is based in San Francisco, CA and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Willis Ins Svcs Of Ca Inc 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
Rosendin Electric, Inc.CA2,6402025-12-31
Quinn Group, Inc.CA1,4202025-12-31
Cohesity, Inc.CA1,1622024-12-31
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.