Benefits BrokerAtlas

Benefits brokers in Lafayette, CA

7 benefits brokers in Lafayette — 7 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 (5)Median plan 200 to 999 participants (4)Fees reported as well as commissions (3)
Featured spots · Lafayette, CA

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Edgewood Partners Insurance Center3697 Mt Diablo Blvd, Ste 100 · Lafayette, CA 94549 · Health and welfare plans51 plan filings · $4,790,601 disclosed · median 312 participantsNamed in Form 5500 filingsGallagher Benefit Services, INC.3697 Mount Diablo Boulevard, Suite 300 · Lafayette, CA 94549 · Health and welfare plans7 plan filings · $893,147 disclosed · median 1,283 participantsNamed in Form 5500 filingsAp Design Professionals Ins Svcs3697 Mt Diablo Blvd Ste 230 · Lafayette, CA 94549 · Health and welfare plans3 plan filings · $5,275 disclosed · median 106 participantsNamed in Form 5500 filingsBrown & Brown Ins. Svcs of CA, INC.3697 Mount Diablo Boulevard, Suite 100 · Lafayette, CA 94549 · Health and welfare plans3 plan filings · $88,372 disclosed · median 126 participantsNamed in Form 5500 filingsEdgwood Partners Insurance Center3697 Mt Diablo Blvd, Ste 100 · Lafayette, CA 94549 · Health and welfare plans2 plan filings · $2,779 disclosed · median 437 participantsNamed in Form 5500 filingsJason PeraOsaic Wealth, INC, 3650 Mt. Diablo Blvd Ste 104 · Lafayette, CA 94549 · Retirement plans2 plan filings · $2,223 disclosed · median 610 participantsNamed in Form 5500 filingsKestra Investment Services LLC3470 Mt Diablo Blvd Ste A100 · Lafayette, CA 94549 · Retirement plans2 plan filings · $25,763 disclosed · median 210 participantsNamed in Form 5500 filings
Comparing benefits brokers in Lafayette? 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.