Abd Insurance & Fin Svs, Inc.
San Mateo, CA
Abd Insurance & Fin Svs, Inc. of San Mateo, CA is the broker of record on 10 Form 5500 Schedule A filings covering 10 employer benefit plans, with $633,118 in reported broker commissions (plan year 2025).
Quick answer
Abd Insurance & Fin Svs, Inc. (San Mateo, CA) is the broker of record for 10 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Abd Insurance & Fin Svs, Inc. have?
- Abd Insurance & Fin Svs, Inc. is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors.
- Who are Abd Insurance & Fin Svs, Inc.'s largest employer clients?
- By plan participants, the largest include Delinea, Inc. (704 participants), Moveworks, Inc (462 participants) and Pgh Wong Engineering, Inc. (258 participants).
- How much does Abd Insurance & Fin Svs, Inc. earn in commissions?
- Insurers reported $633,118 in broker commissions and $60,279 in fees paid to Abd Insurance & Fin Svs, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Abd Insurance & Fin Svs, Inc. located?
- Abd Insurance & Fin Svs, Inc. is based in San Mateo, CA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Abd Insurance & Fin Svs, Inc. 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 |
|---|---|---|---|
| Delinea, Inc. | CA | 704 | 2025-12-31 |
| Moveworks, Inc | CA | 462 | 2025-12-31 |
| Pgh Wong Engineering, Inc. | CA | 258 | 2025-12-31 |
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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.