PlanOptica

David Matthew Smith

Mailing address (most recent filing)
2001 E. FINANCIAL WAY
SUITE 200
GLENDORA, CA 91741
Total comp
$57K
Commissions
$57K
Fees
$0
Filings
4
Sponsors
4

David Matthew Smith summary

David Matthew Smith appears as a broker on 4 Form 5500 Schedule A filings for 4 employer sponsors. Insurers reported $57K in commissions and fees paid to David Matthew Smith. Most client plans are sponsored in CA. The most common carriers in the book are Metlife Legal Plans. The largest clients include Herbalife International of America Inc.

Primary-broker plans
1
Covered premium
$340K
Market share
0.000%
Of all reported broker comp

Top 1 client plans by premium

Plans where David Matthew Smith is the primary broker on the latest filing

SponsorStatePremiumCovered
Herbalife International of America IncCA$6.1M3,152

Top client states

  • CA1 plan

Frequently asked questions

Who uses David Matthew Smith?
4 employer sponsors list David Matthew Smith as a broker on Schedule A of Form 5500. The largest clients include Herbalife International of America Inc. Most client plans are sponsored in CA.
How many employer plans does David Matthew Smith serve?
David Matthew Smith appears on 4 Schedule A filings for 4 employer health and benefits plan sponsors.
How much does David Matthew Smith earn?
Insurers reported $57K in total compensation paid to David Matthew Smith: $57K in commissions and $0 in fees. Schedule A reports what insurers pay brokers, not fees that employers pay directly.

Analytics

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  • Carrier mix
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  • Top states
  • Top industries by premium
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Book of business

1-1 of 1 sponsor where David Matthew Smith is the primary broker (latest filing per plan).

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