Benefits BrokerAtlas

Benefits brokers in Long Beach, CA

16 benefits brokers in Long Beach — 16 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 (13)Retirement plans (3)Median plan under 200 participants (7)Median plan 200 to 999 participants (8)Fees reported as well as commissions (9)
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Los Angeles111 West Ocean Boulevard, Suite 1110 · Long Beach, CA 90802 · Retirement plans29 plan filings · $12,278 disclosed · median 199 participantsNamed in Form 5500 filingsBryson Insurance Agency INC3777 Long Beach Blvd, Suite 500 · Long Beach, CA 90807 · Health and welfare plans25 plan filings · $2,296,332 disclosed · median 191 participantsNamed in Form 5500 filingsLos Angeles Regional Office111 West Ocean Boulevard, Suite 1110 · Long Beach, CA 90802 · Retirement plans24 plan filings · $21,736 disclosed · median 216 participantsNamed in Form 5500 filingsJacob Burns INC.2905 Magnolia Ave · Long Beach, CA 90806 · Health and welfare plans10 plan filings · $5,814 disclosed · median 261 participantsNamed in Form 5500 filingsRene Castro5460 E. El Parque St. · Long Beach, CA 90815 · Health and welfare plans6 plan filings · $135 disclosed · median 227 participantsNamed in Form 5500 filingsSeth L. Jaffe4127 E Massachusetts St · Long Beach, CA 90814 · Health and welfare plans6 plan filings · $14,740 disclosed · median 386 participantsNamed in Form 5500 filingsKari S. Tamke45 54th Pl., Apt. 4 · Long Beach, CA 90803 · Health and welfare plans4 plan filings · $203 disclosed · median 197 participantsNamed in Form 5500 filingsKathleen S Hanson5460 E El Parque St · Long Beach, CA 90815 · Health and welfare plans4 plan filings · $376 disclosed · median 164 participantsNamed in Form 5500 filingsEdith Vieyra1432 E Market St · Long Beach, CA 90805 · Health and welfare plans2 plan filings · $19 disclosed · median 203 participantsNamed in Form 5500 filingsEmerald Sharee Austin4445 Atlantic Avenue, Apartment 4 · Long Beach, CA 90807 · Health and welfare plans2 plan filings · $1,212 disclosed · median 126 participantsNamed in Form 5500 filings
Hasson Financial Freedom LLC850 E Ocean Blvd, Unit 908 · Long Beach, CA 90802 · Health and welfare plans2 plan filings · $1,116 disclosed · median 126 participantsNamed in Form 5500 filingsJanelle M Zamora421 W Broadway Apt 4157 · Long Beach, CA 90802 · Health and welfare plans2 plan filings · $63 disclosed · median 181 participantsNamed in Form 5500 filingsKatrina Lafata2905 Magnolia Ave. · Long Beach, CA 90806 · Health and welfare plans2 plan filings · $313 disclosed · median 612 participantsNamed in Form 5500 filingsMatthew Edward Damiano632 Junipero Avenue · Long Beach, CA 90814 · Health and welfare plans2 plan filings · $9,510 disclosed · median 1,298 participantsNamed in Form 5500 filingsRichard W. Bryson Ins Agency, INC.3777 Long Beach Boulevard, 5th Floor · Long Beach, CA 90807 · Health and welfare plans2 plan filings · $219,353 disclosed · median 301 participantsNamed in Form 5500 filingsWindes, INC.3780 Kilroy Airport Way, Suite 600 · Long Beach, CA 90806 · Retirement plans2 plan filings · $7,884 disclosed · median 487 participantsNamed in Form 5500 filings
Comparing benefits brokers in Long 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.