Benefits BrokerAtlas

Benefits brokers in San Diego, CA

132 benefits brokers in San Diego — 132 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 (110)Retirement plans (29)Median plan under 200 participants (48)Median plan 200 to 999 participants (63)Median plan 1,000+ participants (21)Fees reported as well as commissions (70)
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Alliant Insurance Services, INC.701 B Street, 6th Floor · San Diego, CA 92101 · Health and welfare plans818 plan filings · $42,427,498 disclosed · median 325 participantsNamed in Form 5500 filingsMarsh & McLennan Agency LLC9171 Towne Centre Drive, Suite 100 · San Diego, CA 92122 · Health and welfare plans589 plan filings · $63,074,405 disclosed · median 256 participantsNamed in Form 5500 filingsLpl Financial Corporation4707 Executive Dr · San Diego, CA 92121 · Health and welfare plans302 plan filings · $5,331,264 disclosed · median 196 participantsNamed in Form 5500 filingsLpl Financial CorporationP.o. Box 502030 · San Diego, CA 92150 · Health and welfare plans158 plan filings · $2,662,994 disclosed · median 134 participantsNamed in Form 5500 filingsHub International Ins Svcs INC.9855 Scranton Road, Suite 100 · San Diego, CA 92121 · Health and welfare plans102 plan filings · $11,601,607 disclosed · median 326 participantsNamed in Form 5500 filingsMarsh & McLennan Agency LLCPO Box 85638 · San Diego, CA 92186 · Health and welfare plans63 plan filings · $1,085,762 disclosed · median 281 participantsNamed in Form 5500 filingsAlliant Insurance Svcs INC701 B Street, 6th Floor · San Diego, CA 92101 · Health and welfare plans50 plan filings · $570,195 disclosed · median 0 participantsNamed in Form 5500 filingsSynergy Enrollment & Benefits9370 Sky Park Court, Suite 250 · San Diego, CA 92123 · Health and welfare plans32 plan filings · $385,272 disclosed · median 231 participantsNamed in Form 5500 filingsMcGriff Insurance Services, INC.3111 Camino Del Rio N, Ste 1100 · San Diego, CA 92108 · Health and welfare plans31 plan filings · $791,636 disclosed · median 178 participantsNamed in Form 5500 filingsMcGriff Insurance Services INC750 B St Ste 2400 · San Diego, CA 92101 · Health and welfare plans28 plan filings · $887,259 disclosed · median 234 participantsNamed in Form 5500 filings
Alliant Employee Benefits701 B Street, 6th Floor · San Diego, CA 92101 · Health and welfare plans25 plan filings · $132,714 disclosed · median 484 participantsNamed in Form 5500 filingsAlliant Ins Services INC701 B St FL 6, Attn James Pederson · San Diego, CA 92101 · Health and welfare plans24 plan filings · $2,653,398 disclosed · median 1,152 participantsNamed in Form 5500 filingsSynergy Enrollment and Benefits LLC3550 Camino Del Rio North, Suite 207 · San Diego, CA 92108 · Health and welfare plans23 plan filings · $352,724 disclosed · median 375 participantsNamed in Form 5500 filingsGallagher Benefit Services, INC.3655 Nobel Drive, Suite 450 · San Diego, CA 92122 · Health and welfare plans22 plan filings · $1,010,159 disclosed · median 327 participantsNamed in Form 5500 filingsGamie, LLC404 Camino Del Rio S Ste 410 · San Diego, CA 92108 · Health and welfare plans21 plan filings · $1,446,506 disclosed · median 178 participantsNamed in Form 5500 filingsEmerson Rogers, LLC9909 Mira Mesa Blvd Ste 160 · San Diego, CA 92131 · Health and welfare plans20 plan filings · $92,252 disclosed · median 139 participantsNamed in Form 5500 filingsPremier Plan Consultants6215 Ferris Sq. Suite 125 · San Diego, CA 92121 · Retirement plans19 plan filings · $166,410 disclosed · median 260 participantsNamed in Form 5500 filingsAcrisure of California LLC1615 Murray Canyon Rd, Ste 1050 · San Diego, CA 92108 · Health and welfare plans17 plan filings · $378,822 disclosed · median 378 participantsNamed in Form 5500 filingsLpl Fncl CorpC-O Lpl, 4707 Executive Dr · San Diego, CA 92121 · Retirement plans15 plan filings · $345,376 disclosed · median 183 participantsNamed in Form 5500 filingsAlliant Insurance Service INC701 B St FL 6 · San Diego, CA 92101 · Health and welfare plans14 plan filings · $171,935 disclosed · median 309 participantsNamed in Form 5500 filingsRogers Benefit Group INC9909 Mira Mesa Blvd Ste 160 · San Diego, CA 92131 · Health and welfare plans13 plan filings · $68,460 disclosed · median 126 participantsNamed in Form 5500 filingsBrooks Jucha & Associates11405 W Bernardo CT · San Diego, CA 92127 · Health and welfare plans12 plan filings · $505,305 disclosed · median 128 participantsNamed in Form 5500 filingsIndependent Financial Group, INC.12671 High Bluff Dr Ste 200 · San Diego, CA 92130 · Retirement plans12 plan filings · $286,028 disclosed · median 200 participantsNamed in Form 5500 filingsSan Diego750 B Street, Suite 2220 · San Diego, CA 92101 · Retirement plans12 plan filings · $3,481 disclosed · median 296 participantsNamed in Form 5500 filingsBenefit Advisors Services Group LLC701 B Street, 6th Floor · San Diego, CA 92101 · Health and welfare plans11 plan filings · $1,115,231 disclosed · median 3,543 participantsNamed in Form 5500 filingsGallagher Benefit Services, INC.10505 Sorrento Valley Road · San Diego, CA 92121 · Health and welfare plans11 plan filings · $327,089 disclosed · median 260 participantsNamed in Form 5500 filingsAlliant Employee Benefits - Glen Al701 B Street, 6th Floor · San Diego, CA 92101 · Health and welfare plans10 plan filings · $153,079 disclosed · median 403 participantsNamed in Form 5500 filingsDriver Alliant Insurance Services701 B St FL 6 · San Diego, CA 92101 · Health and welfare plans10 plan filings · $57,017 disclosed · median 192 participantsNamed in Form 5500 filingsAlliant Insurance Services, INC.PO Box 120670 · San Diego, CA 92112 · Health and welfare plans9 plan filings · $1,099,386 disclosed · median 1,151 participantsNamed in Form 5500 filingsAlliant Insurance Services, INC.701 B Street, 6th Floor · San Diego, CA 92111 · Health and welfare plans9 plan filings · $192,419 disclosed · median 4,021 participantsNamed in Form 5500 filingsRaymond Kwockman Gong1907 Columbia St Apt 501 · San Diego, CA 92101 · Health and welfare plans9 plan filings · $12,856 disclosed · median 240 participantsNamed in Form 5500 filingsAlliant Employee Benefits-Glen Alle701 B Street, 6th Floor · San Diego, CA 92101 · Health and welfare plans8 plan filings · $8,652 disclosed · median 308 participantsNamed in Form 5500 filingsJennifer Aurora Ramirez4120 Whittier Street · San Diego, CA 92107 · Health and welfare plans8 plan filings · $22,941 disclosed · median 143 participantsNamed in Form 5500 filingsJwcib, INC.451 a Street Ste 1800 · San Diego, CA 92101 · Health and welfare plans8 plan filings · $397,671 disclosed · median 320 participantsNamed in Form 5500 filingsMartha Angelica Hill Estrada2991 Escala Cir · San Diego, CA 92108 · Health and welfare plans8 plan filings · $4,988 disclosed · median 222 participantsNamed in Form 5500 filingsAcrisure of California, LLC16835 W Bernardo Drive · San Diego, CA 92127 · Health and welfare plans7 plan filings · $67,593 disclosed · median 292 participantsNamed in Form 5500 filingsBenefit Pro Insurance Services, INC2655 Camino Del Rio North, Suite 370 · San Diego, CA 92108 · Health and welfare plans7 plan filings · $246,055 disclosed · median 102 participantsNamed in Form 5500 filingsC3 Risk & Insurance Services404 Camino Del Rio S, Suite 410 · San Diego, CA 92108 · Health and welfare plans7 plan filings · $93,287 disclosed · median 235 participantsNamed in Form 5500 filingsCmr Risk & Insurance Services, INC.110 W a Street, Suite 725 · San Diego, CA 92101 · Health and welfare plans7 plan filings · $551,720 disclosed · median 207 participantsNamed in Form 5500 filingsHub International Ins Services INC9855 Scranton Road, Suite 100 · San Diego, CA 92121 · Health and welfare plans7 plan filings · $38,298 disclosed · median 278 participantsNamed in Form 5500 filingsTom Stewart in Sol INC655 W Broadway Ste 1700 · San Diego, CA 92101 · Health and welfare plans7 plan filings · $3,149 disclosed · median 149 participantsNamed in Form 5500 filingsAlliant Insurance Srvs INC701 B Street, 6th Floor · San Diego, CA 92101 · Health and welfare plans6 plan filings · $110,118 disclosed · median 160 participantsNamed in Form 5500 filingsJcwib, INC.451 a Street Ste 1800 · San Diego, CA 92101 · Health and welfare plans6 plan filings · $229,361 disclosed · median 163 participantsNamed in Form 5500 filingsSynergy Enrollment and Benefit3550 Camino Del Rio N Ste 207 · San Diego, CA 92108 · Health and welfare plans6 plan filings · $79,288 disclosed · median 734 participantsNamed in Form 5500 filingsAcrisure of California LLC DBAAhern Insurance Brokerage, 1615 Murray Canyon Rd, Ste 1050 · San Diego, CA 92108 · Health and welfare plans5 plan filings · $28,744 disclosed · median 166 participantsNamed in Form 5500 filingsAlliant Insurance Services, INC.701 B Street, 6th Floor · San Diego, CA 92102 · Health and welfare plans5 plan filings · $51,890 disclosed · median 1,007 participantsNamed in Form 5500 filingsFlynn & Piel Insurance Services LLC10809 Thornmint Rd, Ste 100 · San Diego, CA 92127 · Health and welfare plans5 plan filings · $362,075 disclosed · median 150 participantsNamed in Form 5500 filingsLinsco/private Ledger Corporation4707 Executive Dr · San Diego, CA 92121 · Retirement plans5 plan filings · $142,521 disclosed · median 324 participantsNamed in Form 5500 filingsMark D. McDonald1685 Oro Vista Road, Apartment 173 · San Diego, CA 92154 · Health and welfare plans5 plan filings · $18,630 disclosed · median 328 participantsNamed in Form 5500 filingsRobyn L Piper12520 High Bluff Drive, Suite 240 · San Diego, CA 92130 · Health and welfare plans5 plan filings · $1,681,764 disclosed · median 5,541 participantsNamed in Form 5500 filingsSan Diego Regional Office750 B Street Suite 2220 · San Diego, CA 92101 · Retirement plans5 plan filings · $2,121 disclosed · median 249 participantsNamed in Form 5500 filingsAnthony S Jones3131 4th Ave · San Diego, CA 92103 · Health and welfare plans4 plan filings · $500,529 disclosed · median 566 participantsNamed in Form 5500 filingsB Wood Insurance Agency INC4032 Wabaska Dr · San Diego, CA 92107 · Health and welfare plans4 plan filings · $5,320 disclosed · median 192 participantsNamed in Form 5500 filingsCambridge Investment Research INC9855- Scranton Road Suite 100 · San Diego, CA 92121 · Retirement plans4 plan filings · $13,068 disclosed · median 187 participantsNamed in Form 5500 filingsClick2bind Insurance Services INC5205 Kearny Villa Way, Ste 102 · San Diego, CA 92123 · Health and welfare plans4 plan filings · $126,003 disclosed · median 589 participantsNamed in Form 5500 filingsGamie LLC DBA C3 Risk & Insurance S404 Camino Del Rio S Ste 410 · San Diego, CA 92108 · Health and welfare plans4 plan filings · $244,655 disclosed · median 195 participantsNamed in Form 5500 filingsJack Daniel Holder3530 Camino Del Rio North, Suite 200 · San Diego, CA 92108 · Health and welfare plans4 plan filings · $546 disclosed · median 373 participantsNamed in Form 5500 filingsMarsh & McLennan Agency LLC3111 Camino Del Rio North, Suite 1100 · San Diego, CA 92108 · Health and welfare plans4 plan filings · $76,529 disclosed · median 243 participantsNamed in Form 5500 filingsMarsh & McLennan Agency LLC750 B St Ste 2400 · San Diego, CA 92101 · Health and welfare plans4 plan filings · $276,447 disclosed · median 121 participantsNamed in Form 5500 filingsNew City Executive Ins Svcs. INC.550 West B Street, Suite 400 · San Diego, CA 92101 · Health and welfare plans4 plan filings · $130,114 disclosed · median 289 participantsNamed in Form 5500 filingsPen Flex INC9665 Chesapeake Drive, Suite 201 · San Diego, CA 92123 · Retirement plans4 plan filings · $8,995 disclosed · median 369 participantsNamed in Form 5500 filingsSteller Pension Consultants, INC.2810 Camino Del Rio South Suite 104 · San Diego, CA 92108 · Retirement plans4 plan filings · $767 disclosed · median 6 participantsNamed in Form 5500 filingsWhiteboard Risk & Ins Solutions LLC8787 Complex Drive, Suite 202 · San Diego, CA 92123 · Health and welfare plans4 plan filings · $500,731 disclosed · median 162 participantsNamed in Form 5500 filingsAlliant Employee Bnfts - Glen Allen701 B Street, 6th Floor · San Diego, CA 92101 · Health and welfare plans3 plan filings · $60,923 disclosed · median 1,217 participantsNamed in Form 5500 filingsAlliant Insurance Services, INC.701 B Street, 6th Floor · San Diego, CA 62101 · Health and welfare plans3 plan filings · $46,232 disclosed · median 1,985 participantsNamed in Form 5500 filingsBrown & Brown Insurance Services12520 High Bluff Drive, Suite 240 · San Diego, CA 92130 · Health and welfare plans3 plan filings · $222,839 disclosed · median 999 participantsNamed in Form 5500 filingsCavignac & Associates450 B Street, Suite 1800 · San Diego, CA 92101 · Health and welfare plans3 plan filings · $6,212 disclosed · median 107 participantsNamed in Form 5500 filingsCetera Financial Specialists LLC655 W Broadway, 12th Floor · San Diego, CA 92101 · Retirement plans3 plan filings · $107,200 disclosed · median 440 participantsNamed in Form 5500 filingsDriver Alliant Ins Services INC701 B St FL 6 · San Diego, CA 92101 · Health and welfare plans3 plan filings · $15,534 disclosed · median 149 participantsNamed in Form 5500 filingsGamie, LLC DBA C3 Risk & Ins Svcs404 Camino Del Rio S Ste 410 · San Diego, CA 92108 · Health and welfare plans3 plan filings · $38,420 disclosed · median 235 participantsNamed in Form 5500 filingsHammett Health INC.3111 Camino Del Rio N, Suite 400 · San Diego, CA 92108 · Health and welfare plans3 plan filings · $90,187 disclosed · median 116 participantsNamed in Form 5500 filingsKent A. Brooks Insurance Services11405 W Bernardo CT · San Diego, CA 92127 · Health and welfare plans3 plan filings · $145,889 disclosed · median 120 participantsNamed in Form 5500 filingsKristin Bean5058 Hawley Blvd · San Diego, CA 92116 · Health and welfare plans3 plan filings · $47 disclosed · median 146 participantsNamed in Form 5500 filingsLpl Enterprise4707 Executive Drive · San Diego, CA 92121 · Retirement plans3 plan filings · $3,529 disclosed · median 263 participantsNamed in Form 5500 filingsLpl Financial Services4707 Executive Dr · San Diego, CA 92121 · Retirement plans3 plan filings · $51,286 disclosed · median 269 participantsNamed in Form 5500 filingsMark McDonald1685 Oro Vista Rd, Apt 173 · San Diego, CA 92154 · Health and welfare plans3 plan filings · $354 disclosed · median 440 participantsNamed in Form 5500 filingsMercer Health and Benefits, LLC4445 Eastgate Mall, Suite 300 · San Diego, CA 92121 · Health and welfare plans3 plan filings · $168,812 disclosed · median 268 participantsNamed in Form 5500 filingsSamantha Jacobs5056 Plaza Promenade · San Diego, CA 92123 · Health and welfare plans3 plan filings · $9,213 disclosed · median 395 participantsNamed in Form 5500 filingsSan Diego Pension Consultants, INC.9665 Chesapeake Dr., Suite 201 · San Diego, CA 92123 · Retirement plans3 plan filings · $16,577 disclosed · median 181 participantsNamed in Form 5500 filingsUsi Insurance Services LLC4370 La Jolla Village Drive · San Diego, CA 92112 · Health and welfare plans3 plan filings · $12,002 disclosed · median 576 participantsNamed in Form 5500 filingsAcrisure of CA LLC1615 Murray Canyon Rd, Ste 1050 · San Diego, CA 92108 · Health and welfare plans2 plan filings · $8,756 disclosed · median 308 participantsNamed in Form 5500 filingsAlliant Employee Benefits - Ga701 B Street, 6th Floor · San Diego, CA 92101 · Health and welfare plans2 plan filings · $131,691 disclosed · median 9,423 participantsNamed in Form 5500 filingsAlliant Insurance701 B Street, FL 6 · San Diego, CA 92101 · Health and welfare plans2 plan filings · $19,944 disclosed · median 7,341 participantsNamed in Form 5500 filingsAlliant Insurance Services, in701 B Street, 6th Floor · San Diego, CA 92101 · Health and welfare plans2 plan filings · $37,087 disclosed · median 227 participantsNamed in Form 5500 filingsAlliant Insurances Services INC701 B Street 6th FL · San Diego, CA 92101 · Health and welfare plans2 plan filings · $4,988 disclosed · median 4,723 participantsNamed in Form 5500 filingsAlliant Insurnace Services INC701 B Street, 6th Floor · San Diego, CA 92101 · Health and welfare plans2 plan filings · $186,401 disclosed · median 294 participantsNamed in Form 5500 filingsAmerican Benefits Consulting LLC701 B Street, 6th Floor · San Diego, CA 92101 · Health and welfare plans2 plan filings · $1,368 disclosed · median 5,645 participantsNamed in Form 5500 filingsAssured Partners of CA Ins Svcs10717 Sorrento Valley Rd · San Diego, CA 92121 · Health and welfare plans2 plan filings · $20,708 disclosed · median 197 participantsNamed in Form 5500 filingsB Wood Insurance Agency, INC.404 Camino Del Rio S Ste 410 · San Diego, CA 92108 · Health and welfare plans2 plan filings · $5,330 disclosed · median 191 participantsNamed in Form 5500 filingsBickford Brian L4370 La Jolla Village Dr., Suite 400 · San Diego, CA 92122 · Retirement plans2 plan filings · $20,900 disclosed · median 77 participantsNamed in Form 5500 filingsBrown & Brown DBA Piper Jordan12520 High Bluff Dr, Suite 240 · San Diego, CA 92130 · Health and welfare plans2 plan filings · $12,526 disclosed · median 2,634 participantsNamed in Form 5500 filingsBwood Insurance4032 Wabaska Drive · San Diego, CA 92107 · Health and welfare plans2 plan filings · $3,654 disclosed · median 185 participantsNamed in Form 5500 filingsCavignac Insurance Brokers450 B St Ste 1800 · San Diego, CA 92101 · Health and welfare plans2 plan filings · $14,683 disclosed · median 124 participantsNamed in Form 5500 filingsChampion Risk12250 El Camino Real, Suite 375 · San Diego, CA 92130 · Health and welfare plans2 plan filings · $84,110 disclosed · median 234 participantsNamed in Form 5500 filingsChantel Bonneau Stewart655 W Broadway Ste 1700 · San Diego, CA 92101 · Health and welfare plans2 plan filings · $376 disclosed · median 91 participantsNamed in Form 5500 filingsCmr Risk & Insurance Svcs INC110 W a Street, Suite 725 · San Diego, CA 92101 · Health and welfare plans2 plan filings · $149,396 disclosed · median 184 participantsNamed in Form 5500 filingsCuso Financial Services, INC.10150 Meanley Dr · San Diego, CA 92131 · Retirement plans2 plan filings · $44,794 disclosed · median 197 participantsNamed in Form 5500 filingsDiane Reeves11956 Bernardo Plaza Dr., Unit 130 · San Diego, CA 92128 · Health and welfare plans2 plan filings · $1,231 disclosed · median 191 participantsNamed in Form 5500 filingsDisability Insurance Services, INC.4444 Zion Avenue · San Diego, CA 92120 · Health and welfare plans2 plan filings · $16,514 disclosed · median 5,810 participantsNamed in Form 5500 filingsEvolved Benefits2365 Northside Dr. · San Diego, CA 92108 · Health and welfare plans2 plan filings · $6,764 disclosed · median 351 participantsNamed in Form 5500 filings
Comparing benefits brokers in San Diego? 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.