Benefits BrokerAtlas

Benefits brokers in Lake Forest, CA

11 benefits brokers in Lake Forest — 11 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 (3)Median plan 200 to 999 participants (7)Fees reported as well as commissions (5)
Featured spots · Lake Forest, CA

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Acrisure of California LLC23716 Birtcher Drive · Lake Forest, CA 92630 · Health and welfare plans48 plan filings · $6,435,714 disclosed · median 269 participantsNamed in Form 5500 filingsBenefits Exchange Alliance INC23716 Birtcher Dr · Lake Forest, CA 92630 · Health and welfare plans6 plan filings · $38,615 disclosed · median 435 participantsNamed in Form 5500 filingsBenefit Exchanges Alliance, INC.23716 Birtcher Dr · Lake Forest, CA 92630 · Health and welfare plans3 plan filings · $2,937 disclosed · median 430 participantsNamed in Form 5500 filingsCasey Rathmanner310 Huckleberry · Lake Forest, CA 92630 · Health and welfare plans3 plan filings · $139 disclosed · median 130 participantsNamed in Form 5500 filingsMarianna Rebecca Weaver20092 Champlain · Lake Forest, CA 92630 · Health and welfare plans3 plan filings · $5 disclosed · median 491 participantsNamed in Form 5500 filingsMarsh & McLennan Agency LLC26248 Enterprises Court · Lake Forest, CA 92630 · Health and welfare plans3 plan filings · $2,450 disclosed · median 148 participantsNamed in Form 5500 filingsAcrisure of CA, LLCAcrisure of CA, LLC · Lake Forest, CA 92630 · Health and welfare plans2 plan filings · $21,979 disclosed · median 113 participantsNamed in Form 5500 filingsBenefits Matchmaking, LLC23716 Birtcher Dr · Lake Forest, CA 92630 · Health and welfare plans2 plan filings · $775 disclosed · median 305 participantsNamed in Form 5500 filingsMgw Services, LLC.24301 Muirlands Boulevard, Suite V330 · Lake Forest, CA 92630 · Health and welfare plans2 plan filings · $96,899 disclosed · median 298 participantsNamed in Form 5500 filingsQilin-Indio20092 Champlain · Lake Forest, CA 92630 · Health and welfare plans2 plan filings · $218 disclosed · median 383 participantsNamed in Form 5500 filingsShanika M Fiske21552 Moresby Way · Lake Forest, CA 92630 · Health and welfare plans2 plan filings · $956 disclosed · median 5,680 participantsNamed in Form 5500 filings
Comparing benefits brokers in Lake Forest? 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.