Benefits BrokerAtlas

Benefits brokers in Aliso Viejo, CA

8 benefits brokers in Aliso Viejo — 8 named on at least two 2024 Form 5500 filings. Most plan filings first. This is not a ranking of quality or price.

Median plan under 200 participants (4)Median plan 200 to 999 participants (3)Fees reported as well as commissions (4)
Featured spots · Aliso Viejo, CA

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Acrisure of California LLC3 Polaris Way, 4th Floor · Aliso Viejo, CA 92656 · Health and welfare plans47 plan filings · $2,279,443 disclosed · median 191 participantsNamed in Form 5500 filingsJohn D Evangelista186 Las Flores · Aliso Viejo, CA 92656 · Health and welfare plans27 plan filings · $29,587 disclosed · median 237 participantsNamed in Form 5500 filingsMarsh and McLennan Agency1 Polaris Way, Suite 300 · Aliso Viejo, CA 92656 · Health and welfare plans6 plan filings · $231,069 disclosed · median 400 participantsNamed in Form 5500 filingsThomas Martin Levinstein16 Pheasant Lane · Aliso Viejo, CA 92656 · Health and welfare plans4 plan filings · $2,652 disclosed · median 361 participantsNamed in Form 5500 filingsAcrisure of California,llc DBA Lbl3 Polaris Way, 4th Floor · Aliso Viejo, CA 92656 · Health and welfare plans3 plan filings · $45,141 disclosed · median 2,087 participantsNamed in Form 5500 filingsAcrisure Southwest Partners Insuran3 Polaris Way, 4th Floor · Aliso Viejo, CA 92656 · Health and welfare plans2 plan filings · $7,012 disclosed · median 185 participantsNamed in Form 5500 filingsEmployer's National Expert Resource6b Liberty, 200 · Aliso Viejo, CA 92656 · Health and welfare plans2 plan filings · $74,660 disclosed · median 96 participantsNamed in Form 5500 filingsInsurance Office of America INC.130 Vantis, Ste 250 · Aliso Viejo, CA 92656 · Health and welfare plans2 plan filings · $2,535 disclosed · median 114 participantsNamed in Form 5500 filings
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Listed from DOL EBSA Form 5500 datasets — Schedule A Part 1, DOL EBSA Form 5500 datasets — Form 5500, DOL EFAST2 Form 5500 search. Order: most plan filings first — not a quality or price ranking — never paid. Is something wrong? Tell us.