Kelley And Swain, Inc
San Francisco, CA
Kelley And Swain, Inc of San Francisco, CA is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans, with $552 in reported broker commissions (plan year 2025).
Quick answer
Kelley And Swain, Inc (San Francisco, CA) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Kelley And Swain, Inc have?
- Kelley And Swain, Inc is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Kelley And Swain, Inc's largest employer clients?
- By plan participants, the largest include Foster Poultry Farms (8,201 participants) and Sbm Management Services, Lp (1,313 participants).
- How much does Kelley And Swain, Inc earn in commissions?
- Insurers reported $552 in broker commissions paid to Kelley And Swain, Inc for plan year 2025, per Schedule A Part 1.
- Where is Kelley And Swain, Inc located?
- Kelley And Swain, Inc is based in San Francisco, CA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Kelley And Swain, 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 |
|---|---|---|---|
| Foster Poultry Farms | CA | 8,201 | 2025-12-31 |
| Sbm Management Services, Lp | CA | 1,313 | 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.