West Office
Long Beach, CA
West Office of Long Beach, CA is the broker of record on 63 Form 5500 Schedule A filings covering 62 employer benefit plans across 4 states, with $0 in reported broker commissions (plan year 2025).
Quick answer
West Office (Long Beach, CA) is the broker of record for 62 employer benefit plan sponsors on 63 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does West Office have?
- West Office is named as broker on Form 5500 Schedule A filings for 62 distinct plan sponsors in 4 states.
- Who are West Office's largest employer clients?
- By plan participants, the largest include Servicon Systems, Inc. (984 participants), The Arc Of San Diego (758 participants) and Central Valley Training Center, Inc. (533 participants).
- Where is West Office located?
- West Office is based in Long Beach, CA and has employer clients in 4 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming West Office 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 |
|---|---|---|---|
| Servicon Systems, Inc. | CA | 984 | 2025-12-31 |
| The Arc Of San Diego | CA | 758 | 2025-12-31 |
| Central Valley Training Center, Inc. | CA | 533 | 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.