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Benefits Intelligence/Broker Directory/California

Cody James Falkoski

Fort Jones, CA

Cody James Falkoski of Fort Jones, CA is the broker of record on 6 Form 5500 Schedule A filings covering 3 employer benefit plans, with $791 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
6
States served
1
Reported commissions
$791
plan year 2025
Reported fees
$1

Quick answer

Cody James Falkoski (Fort Jones, CA) is the broker of record for 3 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Cody James Falkoski have?
Cody James Falkoski is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Cody James Falkoski's largest employer clients?
By plan participants, the largest include Merete Hotel Management (635 participants), Lanz Cabinet Shop Inc. (283 participants) and Mcdonald Wholesale LLC (187 participants).
How much does Cody James Falkoski earn in commissions?
Insurers reported $791 in broker commissions and $1 in fees paid to Cody James Falkoski for plan year 2025, per Schedule A Part 1.
Where is Cody James Falkoski located?
Cody James Falkoski is based in Fort Jones, CA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Cody James Falkoski 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
Merete Hotel ManagementOR6352025-12-31
Lanz Cabinet Shop Inc.OR2832025-12-31
Mcdonald Wholesale LLCOR1872025-12-31

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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.