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Benefits Intelligence/Broker Directory/California

Beere & Purves Inc

Walnut Creek, CA

Beere & Purves Inc of Walnut Creek, CA is the broker of record on 134 Form 5500 Schedule A filings covering 92 employer benefit plans across 6 states, with $873,234 in reported broker commissions (plan year 2025).

Employer clients
92
distinct plan sponsors
Schedule A filings
134
States served
6
Reported commissions
$873,234
plan year 2025
Reported fees
$1,946,733

Employer clients

Plan sponsors naming Beere & Purves Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Acec Life/Health Insurance Trust Benefit ConsortiumTX35,9402024-12-31
Trustees Of Restaurant & Hospitality Association Benefit TrIL3,8862024-12-31
Azul Hospitality, LLCCA8592025-09-30
89 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.