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Benefits Intelligence/Broker Directory/California

Julie S Kraus

Moorpark, CA

Julie S Kraus of Moorpark, CA is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans, with $6,222 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$6,222
plan year 2025
Reported fees
$170

Quick answer

Julie S Kraus (Moorpark, CA) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Julie S Kraus have?
Julie S Kraus is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Julie S Kraus's largest employer clients?
By plan participants, the largest include The Buckley School (177 participants), La Follette, Johnson, Dehaas, Fesler & Ames (110 participants) and The California Endowment (108 participants).
How much does Julie S Kraus earn in commissions?
Insurers reported $6,222 in broker commissions and $170 in fees paid to Julie S Kraus for plan year 2025, per Schedule A Part 1.
Where is Julie S Kraus located?
Julie S Kraus is based in Moorpark, CA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Julie S Kraus 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
The Buckley SchoolCA1772025-09-30
La Follette, Johnson, Dehaas, Fesler & AmesCA1102024-12-31
The California EndowmentCA1082025-12-31

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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.