Form 5500 Search

VENBROOK INSURANCE SERVICES

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
6
Active participants
20,761
Total plan assets
$102.5M
Filings (rows)
6
Direct comp
$401K
Indirect comp
$22K

SERVICES PROVIDED

Other5
Advisor / Consultant1

Top plans served

All 6 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
SACRAMENTO, CA
Other
NONE
5,806$33.6M$17K
CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
BURLINGAME, CA
Other
NONE
5,694$31.8M$7K
CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
SACRAMENTO, CA
Other
NONE
5,809$30.8M$18K
NORTH BAY BUILDERS EXCHANGES, INC.
NORTH BAY BUILDERS EXCHANGES, INC. HEALTH AND WELFARE PLAN
SAN RAFAEL, CA
Other
NONE
674$2.9M$0
PEG LION, LLC
RESTAURANT INDUSTRY HEALTH & WELFARE TRUST FUND
OCEANSIDE, CA
Advisor / Consultant
BROKER/CONSULTANT
1,280$2.0M$232K
PEG LION, LLC
RESTAURANT INDUSTRY HEALTH & WELFARE TRUST FUND
OCEANSIDE, CA
Other
NONE
1,498$1.3M$127K
VENBROOK INSURANCE SERVICES — Form 5500 Service Provider Profile | Form 5500 Search