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Benefits Intelligence/Broker Directory/California

Sarah Courtney Knapp

Ladera Ranch, CA

Sarah Courtney Knapp of Ladera Ranch, CA is the broker of record on 17 Form 5500 Schedule A filings covering 11 employer benefit plans across 2 states, with $14,083 in reported broker commissions (plan year 2025).

Employer clients
11
distinct plan sponsors
Schedule A filings
17
States served
2
Reported commissions
$14,083
plan year 2025
Reported fees
$3,910

Quick answer

Sarah Courtney Knapp (Ladera Ranch, CA) is the broker of record for 11 employer benefit plan sponsors on 17 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Sarah Courtney Knapp have?
Sarah Courtney Knapp is named as broker on Form 5500 Schedule A filings for 11 distinct plan sponsors in 2 states.
Who are Sarah Courtney Knapp's largest employer clients?
By plan participants, the largest include Madison Creek Partners, LLC (1,193 participants), United Health Centers Of The San Joaquin Valley (952 participants) and Sullivan Automotive Group, LLC (672 participants).
How much does Sarah Courtney Knapp earn in commissions?
Insurers reported $14,083 in broker commissions and $3,910 in fees paid to Sarah Courtney Knapp for plan year 2025, per Schedule A Part 1.
Where is Sarah Courtney Knapp located?
Sarah Courtney Knapp is based in Ladera Ranch, CA and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Sarah Courtney Knapp 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
Madison Creek Partners, LLCCA1,1932024-12-31
United Health Centers Of The San Joaquin ValleyCA9522024-12-31
Sullivan Automotive Group, LLCCA6722025-12-31
8 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.