Benefits BrokerAtlas

Benefits brokers in San Clemente, CA

11 benefits brokers in San Clemente — 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 (5)Median plan 200 to 999 participants (5)Fees reported as well as commissions (6)
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Michael F Fahey III103 Palm Drive · San Clemente, CA 92672 · Health and welfare plans16 plan filings · $21,111 disclosed · median 163 participantsNamed in Form 5500 filingsDouglas-McCarty Insurance ServicesPO Box 5406 · San Clemente, CA 92674 · Health and welfare plans7 plan filings · $671,507 disclosed · median 195 participantsNamed in Form 5500 filingsMichael F. Fahey Lii103 Palm Drive · San Clemente, CA 92672 · Health and welfare plans5 plan filings · $537 disclosed · median 123 participantsNamed in Form 5500 filingsPeggy K Salmon2203 Avenida Oliva · San Clemente, CA 92673 · Health and welfare plans5 plan filings · $314 disclosed · median 288 participantsNamed in Form 5500 filingsRamona Margaret Daly2877 Calle Heraldo · San Clemente, CA 92673 · Health and welfare plans5 plan filings · $20,803 disclosed · median 202 participantsNamed in Form 5500 filingsKeenan & Associates901 Calle Amanecer Ste 220 · San Clemente, CA 92673 · Health and welfare plans4 plan filings · $196,080 disclosed · median 348 participantsNamed in Form 5500 filingsMaria Schwartz312 Via Promesa · San Clemente, CA 92673 · Health and welfare plans4 plan filings · $242 disclosed · median 659 participantsNamed in Form 5500 filingsKristen Nicole Glenn1604 Via Tulipan · San Clemente, CA 92673 · Health and welfare plans3 plan filings · $28,280 disclosed · median 691 participantsNamed in Form 5500 filingsW Insurance Services, INC.3035 Calle Frontera · San Clemente, CA 92673 · Health and welfare plans3 plan filings · $40,584 disclosed · median 163 participantsNamed in Form 5500 filingsLrd Insurance Solutions647 Camino De Los Mares, Suite 10883 · San Clemente, CA 92673 · Health and welfare plans2 plan filings · $11,922 disclosed · median 195 participantsNamed in Form 5500 filingsShawn M Glenn1604 Via Tulipan · San Clemente, CA 92673 · Health and welfare plans2 plan filings · $418 disclosed · median 1,395 participantsNamed in Form 5500 filings
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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.