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Benefits Intelligence/Broker Directory/California

George Petersen Insurance Agen

Santa Rosa, CA

George Petersen Insurance Agen of Santa Rosa, CA is the broker of record on 4 Form 5500 Schedule A filings covering 1 employer benefit plans, with $21,164 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$21,164
plan year 2025
Reported fees
$335

Quick answer

George Petersen Insurance Agen (Santa Rosa, CA) is the broker of record for 1 employer benefit plan sponsor on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does George Petersen Insurance Agen have?
George Petersen Insurance Agen is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are George Petersen Insurance Agen's largest employer clients?
By plan participants, the largest include George Petersen Insurance Agency, Inc. (233 participants).
How much does George Petersen Insurance Agen earn in commissions?
Insurers reported $21,164 in broker commissions and $335 in fees paid to George Petersen Insurance Agen for plan year 2025, per Schedule A Part 1.
Where is George Petersen Insurance Agen located?
George Petersen Insurance Agen is based in Santa Rosa, CA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming George Petersen Insurance Agen 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
George Petersen Insurance Agency, Inc.CA2332025-12-31

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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.