Tax & Financial Group Benefits
Tax & Financial Group Benefits collected $258,388 in commissions and fees from 5 employer health plans in plan year 2024 filings, ranking #1547 among 12,126 brokers named in the public record. Most of its named clients are in California.
Largest clients
Employers whose filings reported the most compensation to this broker.
| Employer | Paid to broker | Participants |
|---|---|---|
| LMC Enterprises · California | $119,097 | 130 |
| Newmeyer & Dillion, LLP · California | $75,235 | 102 |
| Ferry International, LLC dba Tom Ferry · California | $48,327 | 124 |
| Global Trade Marketing Inc. dba Ziglift Material Handling · California | $12,961 | 100 |
| Serazen LLC · California | $2,768 | 122 |
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.
How much does Tax & Financial Group Benefits earn from employer health plans?
In plan year 2024 filings, employers reported paying Tax & Financial Group Benefits $258,388: $217,527 in commissions and $40,861 in fees, across 11 insurance contracts at 5 employers. That ranks #1547 of 12,126 brokers in the public record.
What commission rate is paid on plans Tax & Financial Group Benefits brokers?
Not enough fully insured medical plans name Tax & Financial Group Benefits as the sole broker to compute a stable rate. The national median is 3.8% of premium.
Which employers use Tax & Financial Group Benefits?
The largest reported payers in 2024 were LMC Enterprises, Newmeyer & Dillion, LLP, Ferry International, LLC dba Tom Ferry. California is its biggest state by employer count (5 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.