Benefits BrokerAtlas

Benefits brokers in San Jose, CA

59 benefits brokers in San Jose — 59 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 (33)Median plan 200 to 999 participants (25)Fees reported as well as commissions (31)
Featured spots · San Jose, CA

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Acrisure Partners West Coast3155 Olsen Drive · San Jose, CA 95117 · Health and welfare plans56 plan filings · $1,094,412 disclosed · median 195 participantsNamed in Form 5500 filingsAcrisure Partners West Coast Ins3155 Olsen Dr, Ste 400 · San Jose, CA 95117 · Health and welfare plans48 plan filings · $973,272 disclosed · median 189 participantsNamed in Form 5500 filingsFilice Insurance Agency738 North First Street · San Jose, CA 95112 · Health and welfare plans24 plan filings · $441,218 disclosed · median 204 participantsNamed in Form 5500 filingsAcrisure Partners West Coast Insura3155 Olsen Dr Ste 400 · San Jose, CA 95117 · Health and welfare plans19 plan filings · $432,907 disclosed · median 174 participantsNamed in Form 5500 filingsAcrisure Partners West3155 Olsen Drive · San Jose, CA 95117 · Health and welfare plans17 plan filings · $181,056 disclosed · median 232 participantsNamed in Form 5500 filingsAcrisure West Insurance Services3155 Olsen Dr Ste 400 · San Jose, CA 95117 · Health and welfare plans14 plan filings · $117,445 disclosed · median 154 participantsNamed in Form 5500 filingsCbiz Benefits & Insurance Services160 W Santa Clara St, Suite 675 · San Jose, CA 95113 · Health and welfare plans14 plan filings · $152,352 disclosed · median 128 participantsNamed in Form 5500 filingsFilice Insurance Services LLC738 North First Street · San Jose, CA 95112 · Health and welfare plans14 plan filings · $159,936 disclosed · median 267 participantsNamed in Form 5500 filingsGallagher Benefit Services, INC.160 West Santa Clara Street, Suite 300 · San Jose, CA 95113 · Health and welfare plans9 plan filings · $822,086 disclosed · median 590 participantsNamed in Form 5500 filingsWillis Towers Watson Ins Svcs West2055 Gateway Pl Ste 430 · San Jose, CA 95110 · Health and welfare plans9 plan filings · $134,851 disclosed · median 420 participantsNamed in Form 5500 filings
Acrisure of California LLC3155 Olsen Dr, Ste 400 · San Jose, CA 95117 · Health and welfare plans8 plan filings · $23,169 disclosed · median 314 participantsNamed in Form 5500 filingsJan Hejret644 N 17th St · San Jose, CA 95112 · Health and welfare plans8 plan filings · $6,663 disclosed · median 238 participantsNamed in Form 5500 filingsLeavitt Pacific Insurance Brokers1570 the Alameda Ste 101 · San Jose, CA 95126 · Health and welfare plans8 plan filings · $271,022 disclosed · median 138 participantsNamed in Form 5500 filingsWeldon G KerrRbg San Jose, 6155 Almaden Expwy #210 · San Jose, CA 95120 · Health and welfare plans8 plan filings · $262,573 disclosed · median 168 participantsNamed in Form 5500 filingsCbiz Benefits & Insurance Svcs INC160 W Santa Clara St Ste 675 · San Jose, CA 95113 · Health and welfare plans7 plan filings · $30,999 disclosed · median 193 participantsNamed in Form 5500 filingsAcrisure Partners West Coast2700 Zanker Road, Suite 150 · San Jose, CA 95134 · Health and welfare plans6 plan filings · $18,330 disclosed · median 144 participantsNamed in Form 5500 filingsAcrisure Partners West Coast Ins Se3155 Olsen Dr Ste 400 · San Jose, CA 95117 · Health and welfare plans6 plan filings · $254,786 disclosed · median 174 participantsNamed in Form 5500 filingsFilice Insurance Services LLC3155 Olsen Drive, 4th Floor · San Jose, CA 95117 · Health and welfare plans6 plan filings · $83,034 disclosed · median 179 participantsNamed in Form 5500 filingsRogers Benefit Group INC6155 Almaden Expy Ste 210 · San Jose, CA 95120 · Health and welfare plans6 plan filings · $98,802 disclosed · median 188 participantsNamed in Form 5500 filingsEmerson Rogers, LLC6155 Almaden Expy Ste 210 · San Jose, CA 95120 · Health and welfare plans5 plan filings · $18,858 disclosed · median 157 participantsNamed in Form 5500 filingsMandeep Teja1548 Saint Francis Dr · San Jose, CA 95125 · Health and welfare plans5 plan filings · $3,200 disclosed · median 238 participantsNamed in Form 5500 filingsMelita-McDonald Insurance ServicesPO Box 610520 · San Jose, CA 95161 · Health and welfare plans5 plan filings · $701,420 disclosed · median 141 participantsNamed in Form 5500 filingsMelita-McDonald Insurance Services75 E Santa Clara St, Suite 1200 · San Jose, CA 95113 · Health and welfare plans5 plan filings · $281,657 disclosed · median 141 participantsNamed in Form 5500 filingsPatrick Whitaker1276 Lincoln Avenue, Suite 202 · San Jose, CA 95125 · Health and welfare plans5 plan filings · $220,274 disclosed · median 589 participantsNamed in Form 5500 filingsRbg San Jose6155 Almaden Expressway, Suite 210 · San Jose, CA 95120 · Health and welfare plans5 plan filings · $153,343 disclosed · median 159 participantsNamed in Form 5500 filingsAbd Ins. and Financial Svcs., INC.5448 Thornwood Drive · San Jose, CA 95123 · Health and welfare plans4 plan filings · $673,239 disclosed · median 579 participantsNamed in Form 5500 filingsLockton Companies, LLCPO Box 49315 · San Jose, CA 95161 · Health and welfare plans4 plan filings · $102,638 disclosed · median 337 participantsNamed in Form 5500 filingsAcrisure LLC2033 Gateway Place, Suite 150 · San Jose, CA 95110 · Health and welfare plans3 plan filings · $5,523 disclosed · median 122 participantsNamed in Form 5500 filingsAcrisure of California LLC5300 Stevens Creek Blvd, FL 3 · San Jose, CA 95159 · Health and welfare plans3 plan filings · $2,137 disclosed · median 395 participantsNamed in Form 5500 filingsAcrisure Ptnrs West Coast Ins Svcs3155 Olsen Dr, Ste 400 · San Jose, CA 95117 · Health and welfare plans3 plan filings · $19,722 disclosed · median 227 participantsNamed in Form 5500 filingsAcrisure, LLC3155 Olsen Drive Suite 400 · San Jose, CA 95117 · Health and welfare plans3 plan filings · $3,309 disclosed · median 223 participantsNamed in Form 5500 filingsCba Premier Insurance Solutions2033 Gateway Pl · San Jose, CA 95110 · Health and welfare plans3 plan filings · $116,782 disclosed · median 284 participantsNamed in Form 5500 filingsGallagher Benefits Services, INC.One Almaden Boulevard, Suite 960 · San Jose, CA 95113 · Health and welfare plans3 plan filings · $239,058 disclosed · median 448 participantsNamed in Form 5500 filingsPatriot Growth Insurance ServicesPO Box 107 · San Jose, CA 95103 · Health and welfare plans3 plan filings · $64,682 disclosed · median 338 participantsNamed in Form 5500 filingsPentarisk2033 Gateway Place, Suite 150 · San Jose, CA 95110 · Health and welfare plans3 plan filings · $37,815 disclosed · median 223 participantsNamed in Form 5500 filingsWillis Towers Watson InsuranceServices West INC, 2055 Gateway Place Ste 450 · San Jose, CA 95110 · Health and welfare plans3 plan filings · $1,899 disclosed · median 120 participantsNamed in Form 5500 filingsZainuddean Jeewanjee333 Ascente Cmns, Ste 103 · San Jose, CA 95125 · Health and welfare plans3 plan filings · $187 disclosed · median 638 participantsNamed in Form 5500 filingsAcrisure of California LLC2051 Junction Avenue, Suite 205 · San Jose, CA 95131 · Health and welfare plans2 plan filings · $65,904 disclosed · median 148 participantsNamed in Form 5500 filingsAcrisure Partners3155 Olsen Dr · San Jose, CA 95117 · Health and welfare plans2 plan filings · $4,561 disclosed · median 162 participantsNamed in Form 5500 filingsAcrisure Partners West Coast I2700 Zanker Road, Suite 150 · San Jose, CA 95134 · Health and welfare plans2 plan filings · $28,572 disclosed · median 189 participantsNamed in Form 5500 filingsAcrisure Partners West Coast Ins Sv3155 Olsen Drive, Ste 400 · San Jose, CA 95117 · Health and welfare plans2 plan filings · $11,845 disclosed · median 106 participantsNamed in Form 5500 filingsAcrisure Partners West Coast Insura2700 Zanker Road, Suite 150 · San Jose, CA 95134 · Health and welfare plans2 plan filings · $20,492 disclosed · median 139 participantsNamed in Form 5500 filingsAcrisure West Insurance Services, L3155 Olsen Dr Ste 400 · San Jose, CA 95117 · Health and welfare plans2 plan filings · $1,469 disclosed · median 129 participantsNamed in Form 5500 filingsAlliant Ins Services INC10 Almaden Blvd Ste 650 · San Jose, CA 95113 · Health and welfare plans2 plan filings · $1,021 disclosed · median 23,621 participantsNamed in Form 5500 filingsAlma Ikic7052 Heartland Way · San Jose, CA 95135 · Health and welfare plans2 plan filings · $203 disclosed · median 208 participantsNamed in Form 5500 filingsAmy A. Purvis1058 Foxchase Drive, Apartment 369 · San Jose, CA 95123 · Health and welfare plans2 plan filings · $820 disclosed · median 281 participantsNamed in Form 5500 filingsCbiz Benefits and Ins Services INC.160 W Santa Clara St Ste 675 · San Jose, CA 95113 · Health and welfare plans2 plan filings · $16,929 disclosed · median 145 participantsNamed in Form 5500 filingsJenny Lynn Vonderwerth585 Blairburry Way · San Jose, CA 95123 · Health and welfare plans2 plan filings · $132 disclosed · median 87 participantsNamed in Form 5500 filingsJoseph Domine257 North 1st Street · San Jose, CA 95113 · Health and welfare plans2 plan filings · $105,397 disclosed · median 191 participantsNamed in Form 5500 filingsJoseph Ernest Domine257 N 1st St · San Jose, CA 95113 · Health and welfare plans2 plan filings · $13,395 disclosed · median 191 participantsNamed in Form 5500 filingsLeavitt Pacific Ins. Brokers INC.1570 the Alameda, Ste 101 · San Jose, CA 95126 · Health and welfare plans2 plan filings · $36,735 disclosed · median 120 participantsNamed in Form 5500 filingsLeavitt Pacific Insurance Broker1570 the Alameda, Ste 101 · San Jose, CA 95126 · Health and welfare plans2 plan filings · $16,060 disclosed · median 125 participantsNamed in Form 5500 filingsLeavitt Pacific Insurance Brokers1330 S. Bascom Ave. · San Jose, CA 95128 · Health and welfare plans2 plan filings · $1,251 disclosed · median 228 participantsNamed in Form 5500 filingsMark AndersonPO Box 20786 · San Jose, CA 95160 · Health and welfare plans2 plan filings · $195,561 disclosed · median 649 participantsNamed in Form 5500 filingsPatrick John Whitaker1276 Lincoln Ave Ste 202 · San Jose, CA 95125 · Health and welfare plans2 plan filings · $22,601 disclosed · median 76 participantsNamed in Form 5500 filingsPatriot Growth Insurance Services95 S Market St Ste 600 · San Jose, CA 95113 · Health and welfare plans2 plan filings · $16,048 disclosed · median 263 participantsNamed in Form 5500 filingsRon Filice Enterprises738 North First Street, Suite 202 · San Jose, CA 95112 · Health and welfare plans2 plan filings · $35,904 disclosed · median 691 participantsNamed in Form 5500 filingsWeldon Kerr6155 Almaden Expressway, Suite 210 · San Jose, CA 95120 · Health and welfare plans2 plan filings · $8,973 disclosed · median 194 participantsNamed in Form 5500 filingsWillis Ins Svcs of CA INC2055 Gateway Place Ste 450 · San Jose, CA 95110 · Health and welfare plans2 plan filings · $49,036 disclosed · median 120 participantsNamed in Form 5500 filings
Comparing benefits brokers in San Jose? 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.