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

S&K Financial and Insurance Service

Rolling Hills Estate, CA

S&K Financial and Insurance Service collected $984,471 in commissions and fees from 4 employer health plans in plan year 2024 filings, ranking #460 among 12,126 brokers named in the public record. Most of its named clients are in California.

Commissions + fees
$984,471
$984,471 commissions · $0 fees
Employer plans
4
12 contracts
Rank
#460
top 4% 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
Iowa Bankers Benefit Plan Board of Trustees · Iowa$366,50912,990
Landsea Homes Corporation · California$356,386834
Murray Plumbing & Heating Corp. · California$234,463348
Rolling Hills Country Club · California$27,113139

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.

3 plans
1 plans

How much does S&K Financial and Insurance Service earn from employer health plans?

In plan year 2024 filings, employers reported paying S&K Financial and Insurance Service $984,471: $984,471 in commissions and $0 in fees, across 12 insurance contracts at 4 employers. That ranks #460 of 12,126 brokers in the public record.

What commission rate is paid on plans S&K Financial and Insurance Service brokers?

Not enough fully insured medical plans name S&K Financial and Insurance Service as the sole broker to compute a stable rate. The national median is 3.8% of premium.

Which employers use S&K Financial and Insurance Service?

The largest reported payers in 2024 were Iowa Bankers Benefit Plan Board of Trustees, Landsea Homes Corporation, Murray Plumbing & Heating Corp.. California is its biggest state by employer count (3 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.

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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.