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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Gallagher Bassett Services INC.3655 Nobel Drive, Ste 450 · San Diego, CA 92122 · Health and welfare plans2 plan filings · $8,994 disclosed · median 143 participantsNamed in Form 5500 filingsGallagher Benefit Services INC3838 Camino Del Rio North · San Diego, CA 92108 · Health and welfare plans2 plan filings · $674,830 disclosed · median 884 participantsNamed in Form 5500 filingsHeather Siems6888 Park Ridge Blvd · San Diego, CA 92120 · Health and welfare plans2 plan filings · $247 disclosed · median 361 participantsNamed in Form 5500 filingsHub International Insurance Service9855 Scranton Road, Suite 100 · San Diego, CA 92121 · Health and welfare plans2 plan filings · $22,574 disclosed · median 2,022 participantsNamed in Form 5500 filingsHub International Insurance Svcs.9855 Scranton Road, Suite 100 · San Diego, CA 92121 · Health and welfare plans2 plan filings · $80,769 disclosed · median 5,061 participantsNamed in Form 5500 filingsJason SmithCambridge Investment Research INC, 9855 Scranton Road Suite 100 · San Diego, CA 92121 · Retirement plans2 plan filings · $5,302 disclosed · median 636 participantsNamed in Form 5500 filingsJason Smith Cambridge Investment9855 Scranton Road Suite 100 · San Diego, CA 92121 · Retirement plans2 plan filings · $380 disclosed · median 50 participantsNamed in Form 5500 filingsJwcib INC DBA Cavignac & Associates451 a Street, Suite 1800 · San Diego, CA 92101 · Health and welfare plans2 plan filings · $105,924 disclosed · median 326 participantsNamed in Form 5500 filingsJwcib INC. DBA Cavignac & Associate450 B St Ste 1800 · San Diego, CA 92101 · Health and welfare plans2 plan filings · $33,606 disclosed · median 158 participantsNamed in Form 5500 filingsJwcib, INC. DBA Cavignac and Assoc451 a St Ste 1800 · San Diego, CA 92101 · Health and welfare plans2 plan filings · $17,017 disclosed · median 139 participantsNamed in Form 5500 filings
Kevin Aufmann12531 High Bluff Drive, Suite 400 · San Diego, CA 92130 · Retirement plans2 plan filings · $0 disclosed · median 171 participantsNamed in Form 5500 filingsLpl Financial LLC-RpcpRpcp Compensation Processing, PO Box 502533 · San Diego, CA 92150 · Retirement plans2 plan filings · $49,915 disclosed · median 371 participantsNamed in Form 5500 filingsLpl Fncl Corp. C-O Lpl4707 Executive Drive · San Diego, CA 92121 · Retirement plans2 plan filings · $111,249 disclosed · median 289 participantsNamed in Form 5500 filingsLuke Salerno3830 Valley Ctr. Dr. Ste. 705, Pmb 772 · San Diego, CA 92130 · Health and welfare plans2 plan filings · $76,315 disclosed · median 203 participantsNamed in Form 5500 filingsMark Lewis Bialock5308 Corte Playa Jacinto · San Diego, CA 92124 · Health and welfare plans2 plan filings · $1,179 disclosed · median 1,501 participantsNamed in Form 5500 filingsMarsh & McClennan Agency LLCP.o. Box 85638 · San Diego, CA 92186 · Health and welfare plans2 plan filings · $19,460 disclosed · median 197 participantsNamed in Form 5500 filingsMarsh & McLeannan Agency LLC9171 Towne Centre Dr, Ste 500 · San Diego, CA 92122 · Health and welfare plans2 plan filings · $2,299 disclosed · median 239 participantsNamed in Form 5500 filingsMarsh & McLennan Agency LLC9171 Towne Centre Drive, Suite 100 · San Diego, CA 92121 · Health and welfare plans2 plan filings · $113,657 disclosed · median 156 participantsNamed in Form 5500 filingsMarsh & McLennan Insurance Agency,PO Box 85638 · San Diego, CA 92186 · Health and welfare plans2 plan filings · $8,371 disclosed · median 305 participantsNamed in Form 5500 filingsMauzy Insurance Services INC.5173 Waring Road, Suite 1 · San Diego, CA 92120 · Health and welfare plans2 plan filings · $190,811 disclosed · median 991 participantsNamed in Form 5500 filingsMcGriff Insurances Services, INC750 B St Ste 2400 · San Diego, CA 92101 · Health and welfare plans2 plan filings · $19,299 disclosed · median 290 participantsNamed in Form 5500 filingsNew City Executive Insurance Servic550 West B, Suite 400 · San Diego, CA 92101 · Health and welfare plans2 plan filings · $130,986 disclosed · median 18,029 participantsNamed in Form 5500 filingsPeter ValottaMma Securities, 9171 Towne Centre Drive · San Diego, CA 92122 · Retirement plans2 plan filings · $27,963 disclosed · median 2,588 participantsNamed in Form 5500 filingsRnm Services INC15833 Sarah Ridge Rd · San Diego, CA 92127 · Health and welfare plans2 plan filings · $63 disclosed · median 179 participantsNamed in Form 5500 filingsRobert Miler Quick8690 Aero Dr, Ste 115 · San Diego, CA 92123 · Health and welfare plans2 plan filings · $1,570 disclosed · median 493 participantsNamed in Form 5500 filingsRobyn Leigh Piper11622 El Camino Real, Suite 100 · San Diego, CA 92130 · Health and welfare plans2 plan filings · $200,660 disclosed · median 6,003 participantsNamed in Form 5500 filingsSynergy Enrollment9370 Sky Park Court · San Diego, CA 92123 · Health and welfare plans2 plan filings · $19,184 disclosed · median 501 participantsNamed in Form 5500 filingsSynergy Enrollment and Benefit9370 Sky Park Court · San Diego, CA 92123 · Health and welfare plans2 plan filings · $13,296 disclosed · median 184 participantsNamed in Form 5500 filingsUsi Insurance Services LLC4370 La Jolla Village Drive, Suite 310 · San Diego, CA 92122 · Health and welfare plans2 plan filings · $1,503 disclosed · median 462 participantsNamed in Form 5500 filingsVincent CrescenzoCentaurus Financial, INC., 4741 Norwalk Ave · San Diego, CA 92117 · Retirement plans2 plan filings · $2,256 disclosed · median 2,067 participantsNamed in Form 5500 filingsWhiteboard Risk & Ins Solutions LLC5173 Waring Road, Suite A16 · San Diego, CA 92120 · Health and welfare plans2 plan filings · $45,099 disclosed · median 162 participantsNamed in Form 5500 filingsWilliam L Wiser12725 Jardin Road · San Diego, CA 92128 · Health and welfare plans2 plan filings · $40 disclosed · median 292 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.