Benefits BrokerAtlas

Benefits brokers in Huntington Beach, CA

17 benefits brokers in Huntington Beach — 17 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 (14)Retirement plans (4)Median plan under 200 participants (8)Median plan 200 to 999 participants (8)Fees reported as well as commissions (10)
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Jonathan Ali Hajimomen5752 Whistler Circle · Huntington Beach, CA 92649 · Health and welfare plans14 plan filings · $8,992 disclosed · median 231 participantsNamed in Form 5500 filingsTas Insurance Services INC8941 Atlanta Ave Ste 359 · Huntington Beach, CA 92646 · Health and welfare plans9 plan filings · $185,412 disclosed · median 311 participantsNamed in Form 5500 filingsVan H NguyenPO Box 3685 · Huntington Beach, CA 92605 · Health and welfare plans9 plan filings · $581,789 disclosed · median 244 participantsNamed in Form 5500 filingsLance Osborne21822 Seacrest Ln · Huntington Beach, CA 92646 · Health and welfare plans7 plan filings · $671 disclosed · median 333 participantsNamed in Form 5500 filingsAscensus Holdings, INC3298 Bolsa Avenue, Suite 100 · Huntington Beach, CA 92649 · Retirement plans6 plan filings · $34,173 disclosed · median 149 participantsNamed in Form 5500 filingsPatriot Growth Insurance Services7777 Center Avenue · Huntington Beach, CA 92647 · Health and welfare plans5 plan filings · $72,636 disclosed · median 133 participantsNamed in Form 5500 filingsIntrepid Solutions Insurance7777 Center Avenue · Huntington Beach, CA 92647 · Health and welfare plans4 plan filings · $148,871 disclosed · median 139 participantsNamed in Form 5500 filingsCif Insurance Agency, INC.21168 Beach Boulevard · Huntington Beach, CA 92648 · Health and welfare plans3 plan filings · $80,980 disclosed · median 0 participantsNamed in Form 5500 filingsKen L Major9622 Olympic Drive · Huntington Beach, CA 92646 · Health and welfare plans3 plan filings · $797 disclosed · median 180 participantsNamed in Form 5500 filingsNational Retirement Services, INC.5832 Bolsa Avenue, Suite 100 · Huntington Beach, CA 92649 · Retirement plans3 plan filings · $465 disclosed · median 163 participantsNamed in Form 5500 filings
Benefit Associates, INC.16168 Beach Blvd., Suite 232 · Huntington Beach, CA 92647 · Retirement plans2 plan filings · $83 disclosed · median 215 participantsNamed in Form 5500 filingsBuettner Insurance Agency, INC.17011 Beach Blvd. · Huntington Beach, CA 92647 · Health and welfare plans2 plan filings · $93,984 disclosed · median 149 participantsNamed in Form 5500 filingsBuettner Insurance Agency, INC.5200 Warner Avenue, Suite 105 · Huntington Beach, CA 92649 · Health and welfare plans2 plan filings · $19,760 disclosed · median 128 participantsNamed in Form 5500 filingsJane Conklin Miller8566 Fallbrook Circle · Huntington Beach, CA 92646 · Health and welfare plans2 plan filings · $5 disclosed · median 1,094 participantsNamed in Form 5500 filingsJonathan Hajimomen5752 Whistler Circle · Huntington Beach, CA 92649 · Health and welfare plans2 plan filings · $307 disclosed · median 558 participantsNamed in Form 5500 filingsLeigh Ann Gilmore16332 Saratoga Lane · Huntington Beach, CA 92649 · Health and welfare plans2 plan filings · $2,330 disclosed · median 495 participantsNamed in Form 5500 filingsPreferred Partners Insurance Agency9121 Atlanta Avenue, #2989 · Huntington Beach, CA 92646 · Health and welfare plans2 plan filings · $583,435 disclosed · median 920 participantsNamed in Form 5500 filings
Comparing benefits brokers in Huntington Beach? 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.