Willis Insurance Services Of Ca
San Francisco, CA
Willis Insurance Services Of Ca of San Francisco, CA is the broker of record on 38 Form 5500 Schedule A filings covering 25 employer benefit plans across 8 states, with $1,022,179 in reported broker commissions (plan year 2025).
Quick answer
Willis Insurance Services Of Ca (San Francisco, CA) is the broker of record for 25 employer benefit plan sponsors on 38 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Willis Insurance Services Of Ca have?
- Willis Insurance Services Of Ca is named as broker on Form 5500 Schedule A filings for 25 distinct plan sponsors in 8 states.
- Who are Willis Insurance Services Of Ca's largest employer clients?
- By plan participants, the largest include First Source Employee Management (17,449 participants), Cmg Financial Services (4,060 participants) and Pechanga Development Corporation (2,575 participants).
- How much does Willis Insurance Services Of Ca earn in commissions?
- Insurers reported $1 million in broker commissions and $92,678 in fees paid to Willis Insurance Services Of Ca for plan year 2025, per Schedule A Part 1.
- Where is Willis Insurance Services Of Ca located?
- Willis Insurance Services Of Ca is based in San Francisco, CA and has employer clients in 8 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Willis Insurance Services Of Ca 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 |
|---|---|---|---|
| First Source Employee Management | OH | 17,449 | 2025-12-31 |
| Cmg Financial Services | CA | 4,060 | 2025-12-31 |
| Pechanga Development Corporation | CA | 2,575 | 2025-07-31 |
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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.