See what benefits brokers disclosed on federal filings
Each firm below is named as a broker or agent on at least two employee benefit plan filings in the Department of Labor's 2024 plan-year Form 5500 data. For each we show how many plan filings name it, the commissions and fees insurers reported paying it on Schedule A, and the typical size of those plans.
- Named in Form 5500 filings status from the official record, with the date we checked
- Fees disclosed on Schedule A
- Total disclosed
- Average disclosed per filing
- Median plan size (participants)
- Address and phone from the public record
No ratings for sale. Featured spots are labelled and never change the order.
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Top cities
Where the most benefits brokers are listed.
How it works
Compiled from DOL EBSA Form 5500 datasets — Schedule A Part 1, DOL EBSA Form 5500 datasets — Form 5500, DOL EFAST2 Form 5500 search.
Search your area
Every benefits broker in the public record for your city — not just the ones that paid to be listed.
Check the record
Named in Form 5500 filings status, key facts and the date we last refreshed the data, on every profile.
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Guides
Plain-English answers, with links to the official sources.
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Common questions
What is Form 5500 Schedule A?
An attachment to the annual Form 5500 that employee benefit plans file with the Department of Labor. It reports information about insurance contracts, including commissions and fees the carrier paid to brokers and agents. See how to read Schedule A.
Does a higher total mean a broker charges more?
No. Totals depend on how many plans the broker serves, plan size, the benefits bought and how compensation is arranged. We show percentiles for context only and do not label any broker expensive or cheap.
Is this all the money a broker receives?
No. Schedule A shows commissions and fees that carriers reported on insured contracts. Other compensation, such as fees the employer pays directly, may not appear. Ask any broker to describe all its compensation in writing. See how broker compensation works.
Why is there no phone number?
The Department of Labor data does not include one. Search for the firm by name, or claim the listing to add contact details.
Why does the same firm appear more than once?
We group by name and ZIP code as filed, so each office or spelling can appear separately.
How do I look up my own plan's filing?
Use the Department of Labor's EFAST2 search. See how to find your plan's Form 5500.