BenefitsLedger
Benefits broker · Plan year 2024 · Form 5500 Schedule A

Abd Ins. and Financial SVCS., Inc.

San Mateo, CA

Abd Ins. and Financial SVCS., Inc. collected $34M in commissions and fees from 264 employer health plans in plan year 2024 filings, ranking #21 among 12,126 brokers named in the public record. Most of its named clients are in California.

Commissions + fees
$34M
$29M commissions · $5.1M fees
Employer plans
264
943 contracts
Rank
#21
top 1% of 12,126 brokers
Median rate
n/a
fewer than 10 insured medical plans

Largest clients

Employers whose filings reported the most compensation to this broker.

EmployerPaid to brokerParticipants
Alteryx, Inc. · California$922,3411,619
Twist Bioscience Corporation · California$763,769816
California Closets Holding · Arizona$651,9621,829
Altern Marketing, LLC · California$615,7201,424
Medallia, Inc. · California$555,9561,258
Woven BY Toyota, U.S., Inc. · California$551,366529
Meridianlink, Inc. · California$528,308743
Meridianlink, Inc. · California$528,308743
Dialpad, Inc. · California$513,512545
Shield Ai, Inc. · California$474,421576
Paradigm Acquisition Corporation · California$451,6771,314
Caredx, Inc. · California$440,387564
Planet Labs PBC · California$436,352635
Bay Equity, LLC · California$430,876750
Meltwater News US Inc. · California$423,598675
Plaid, Inc. · California$422,358881
Mercury Insurance Services, LLC · California$408,2274,154
Vectra Ai, Inc · California$379,387293
Concertai, LLC · Pennsylvania$371,173465
Smartsheet, Inc. · Washington$354,0082,575
TSMC Arizona Corporation · Arizona$325,0802,249
Sila Nanotechnologies, Inc. · California$314,888384
Del Grande Dealer Group · California$309,7091,110
Topbloc, LLC · Illinois$303,238542
Scribd, Inc. · California$296,201252

Source: DOL Form 5500 Schedule A Part I, plan year 2024, grouped by broker name as filed. Dataset built October 24, 2026.

Where its clients are

Employer plans naming this broker, by employer state.

193 plans
11 plans
9 plans
5 plans
5 plans
5 plans

How much does Abd Ins. and Financial SVCS., Inc. earn from employer health plans?

In plan year 2024 filings, employers reported paying Abd Ins. and Financial SVCS., Inc. $33,726,556: $28,641,420 in commissions and $5,085,136 in fees, across 943 insurance contracts at 264 employers. That ranks #21 of 12,126 brokers in the public record.

What commission rate is paid on plans Abd Ins. and Financial SVCS., Inc. brokers?

Not enough fully insured medical plans name Abd Ins. and Financial SVCS., Inc. as the sole broker to compute a stable rate. The national median is 3.8% of premium.

Which employers use Abd Ins. and Financial SVCS., Inc.?

The largest reported payers in 2024 were Alteryx, Inc., Twist Bioscience Corporation, California Closets Holding. California is its biggest state by employer count (193 plans).

Amounts are what employers reported on their own filings. They do not include compensation from carriers that is not tied to a specific contract, and names are grouped exactly as filed, so related entities can appear separately. How this record is built.

Is this your company's plan? Get a written review of the filing.
A WellthCare benefits specialist reads your Form 5500 the way a fiduciary reviewer would and writes up what to take to your broker before renewal. Free, from the public record only.