Fundz
Fundz
Benefits Intelligence/Broker Directory/California

Willis Insurance Svcs Of Ca Inc.

Irvine, CA

Willis Insurance Svcs Of Ca Inc. of Irvine, CA is the broker of record on 46 Form 5500 Schedule A filings covering 31 employer benefit plans across 7 states, with $3,026,895 in reported broker commissions (plan year 2025).

Employer clients
31
distinct plan sponsors
Schedule A filings
46
States served
7
Reported commissions
$3,026,895
plan year 2025
Reported fees
$590,648

Quick answer

Willis Insurance Svcs Of Ca Inc. (Irvine, CA) is the broker of record for 31 employer benefit plan sponsors on 46 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Willis Insurance Svcs Of Ca Inc. have?
Willis Insurance Svcs Of Ca Inc. is named as broker on Form 5500 Schedule A filings for 31 distinct plan sponsors in 7 states.
Who are Willis Insurance Svcs Of Ca Inc.'s largest employer clients?
By plan participants, the largest include Social Finance, Inc. (4,972 participants), Dreyer'S Grand Ice Cream Inc. (2,822 participants) and Boston Beer Corporation (2,565 participants).
How much does Willis Insurance Svcs Of Ca Inc. earn in commissions?
Insurers reported $3 million in broker commissions and $590,648 in fees paid to Willis Insurance Svcs Of Ca Inc. for plan year 2025, per Schedule A Part 1.
Where is Willis Insurance Svcs Of Ca Inc. located?
Willis Insurance Svcs Of Ca Inc. is based in Irvine, CA and has employer clients in 7 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Willis Insurance 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
Social Finance, Inc.CA4,9722025-12-31
Dreyer'S Grand Ice Cream Inc.CA2,8222024-12-31
Boston Beer CorporationMA2,5652025-12-31
28 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in California

All brokers in California →

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.