Abd Insurance And Financial Service
San Mateo, CA
Abd Insurance And Financial Service of San Mateo, CA is the broker of record on 16 Form 5500 Schedule A filings covering 14 employer benefit plans across 6 states, with $372,089 in reported broker commissions (plan year 2025).
Quick answer
Abd Insurance And Financial Service (San Mateo, CA) is the broker of record for 14 employer benefit plan sponsors on 16 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Abd Insurance And Financial Service have?
- Abd Insurance And Financial Service is named as broker on Form 5500 Schedule A filings for 14 distinct plan sponsors in 6 states.
- Who are Abd Insurance And Financial Service's largest employer clients?
- By plan participants, the largest include Business Health Trust (17,863 participants), Gong.Io (828 participants) and Confluent Medical Technologies, Inc. (689 participants).
- How much does Abd Insurance And Financial Service earn in commissions?
- Insurers reported $372,089 in broker commissions and $27,737 in fees paid to Abd Insurance And Financial Service for plan year 2025, per Schedule A Part 1.
- Where is Abd Insurance And Financial Service located?
- Abd Insurance And Financial Service is based in San Mateo, CA and has employer clients in 6 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Abd Insurance And Financial Service 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 |
|---|---|---|---|
| Business Health Trust | WA | 17,863 | 2025-12-31 |
| Gong.Io | CA | 828 | 2025-12-31 |
| Confluent Medical Technologies, Inc. | AZ | 689 | 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.