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Benefits Intelligence/Broker Directory/California

Tom Stewart In Sol Inc

San Diego, CA

Tom Stewart In Sol Inc of San Diego, CA is the broker of record on 12 Form 5500 Schedule A filings covering 8 employer benefit plans across 4 states, with $5,286 in reported broker commissions (plan year 2025).

Employer clients
8
distinct plan sponsors
Schedule A filings
12
States served
4
Reported commissions
$5,286
plan year 2025
Reported fees
$747

Quick answer

Tom Stewart In Sol Inc (San Diego, CA) is the broker of record for 8 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Tom Stewart In Sol Inc have?
Tom Stewart In Sol Inc is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 4 states.
Who are Tom Stewart In Sol Inc's largest employer clients?
By plan participants, the largest include Altres Global Business Services, Inc. (7,368 participants), Robbins Geller Rudman And Dowd, LLP (416 participants) and Rm Distributors, LLC (377 participants).
How much does Tom Stewart In Sol Inc earn in commissions?
Insurers reported $5,286 in broker commissions and $747 in fees paid to Tom Stewart In Sol Inc for plan year 2025, per Schedule A Part 1.
Where is Tom Stewart In Sol Inc located?
Tom Stewart In Sol Inc is based in San Diego, CA and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Tom Stewart In Sol Inc 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
Altres Global Business Services, Inc.HI7,3682024-12-31
Robbins Geller Rudman And Dowd, LLPCA4162026-02-28
Rm Distributors, LLCOR3772025-12-31
5 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.