Benefits BrokerAtlas

Benefits brokers in Anaheim, CA

18 benefits brokers in Anaheim — 18 named on at least two 2024 Form 5500 filings. Most plan filings first. This is not a ranking of quality or price.

Health and welfare plans (17)Median plan under 200 participants (5)Median plan 200 to 999 participants (11)Fees reported as well as commissions (6)
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Eoi Service Company INC3100 East Miraloma Avenue, Suite 240 · Anaheim, CA 92806 · Health and welfare plans91 plan filings · $11,028,131 disclosed · median 1,302 participantsNamed in Form 5500 filingsFilice Insurance Services LLC1950 W Corporate Way #33276 · Anaheim, CA 92801 · Health and welfare plans13 plan filings · $149,340 disclosed · median 182 participantsNamed in Form 5500 filingsScott C Casteel1450 West James Way · Anaheim, CA 92801 · Health and welfare plans10 plan filings · $30,807 disclosed · median 416 participantsNamed in Form 5500 filingsDaniel Tyler Adamson405 S Hibiscus Way · Anaheim, CA 92808 · Health and welfare plans9 plan filings · $19,298 disclosed · median 208 participantsNamed in Form 5500 filingsCentaurus Financial, INC.2300 E Katella Ave, Suite 200 · Anaheim, CA 92806 · Retirement plans8 plan filings · $119,369 disclosed · median 142 participantsNamed in Form 5500 filingsJanice M Adamson405 S Hibiscus Way · Anaheim, CA 92808 · Health and welfare plans8 plan filings · $1,584 disclosed · median 147 participantsNamed in Form 5500 filingsAcrisure LLC1950 W Corporate Way Ste 23968 · Anaheim, CA 92801 · Health and welfare plans7 plan filings · $265,414 disclosed · median 204 participantsNamed in Form 5500 filingsAcrisure of California LLCDBA Proco Insurance Services, 1950 W Corporate Way · Anaheim, CA 92801 · Health and welfare plans5 plan filings · $79,023 disclosed · median 395 participantsNamed in Form 5500 filingsAcrisure Partners West Coast InsServices, 1950 W Corporate Way #33276 · Anaheim, CA 92801 · Health and welfare plans5 plan filings · $414,838 disclosed · median 272 participantsNamed in Form 5500 filingsAcrisure Partners West Coast Ins Se1950 W Corporate Way # 33276 · Anaheim, CA 92801 · Health and welfare plans4 plan filings · $315,749 disclosed · median 174 participantsNamed in Form 5500 filings
Mark John Kanitra1009 South Rising Sun Court · Anaheim, CA 92808 · Health and welfare plans3 plan filings · $188 disclosed · median 461 participantsNamed in Form 5500 filingsAcrisure of California LLC DBAProco Insurance Services, 1950 W Corporate Way · Anaheim, CA 92801 · Health and welfare plans2 plan filings · $47,867 disclosed · median 130 participantsNamed in Form 5500 filingsAlexander Anthony Naves1670 W. Broadway, Apt. 13d · Anaheim, CA 92802 · Health and welfare plans2 plan filings · $268 disclosed · median 202 participantsNamed in Form 5500 filingsDaravanh Thamma1908 W. Catalpa Avenue · Anaheim, CA 92801 · Health and welfare plans2 plan filings · $1,295 disclosed · median 231 participantsNamed in Form 5500 filingsJames Duncan Davidson3100 E Mimraloma Ave Ste 240 · Anaheim, CA 92806 · Health and welfare plans2 plan filings · $244 disclosed · median 29,953 participantsNamed in Form 5500 filingsMark H Mazza1070 S Rimwood Dr · Anaheim, CA 92807 · Health and welfare plans2 plan filings · $212 disclosed · median 331 participantsNamed in Form 5500 filingsMdx Financial Services8175 East Brookdale Lane · Anaheim, CA 92807 · Health and welfare plans2 plan filings · $181,877 disclosed · median 228 participantsNamed in Form 5500 filingsScott Christopher Casteel1450 W James Way · Anaheim, CA 92801 · Health and welfare plans2 plan filings · $44,663 disclosed · median 388 participantsNamed in Form 5500 filings
Comparing benefits brokers in Anaheim? Ask each for a written description of every way it is paid, and read questions to ask your benefits broker.

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.