Benefits BrokerAtlas

Benefits brokers in San Marcos, CA

6 benefits brokers in San Marcos — 6 named on at least two 2024 Form 5500 filings. Most plan filings first. This is not a ranking of quality or price.

Median plan 200 to 999 participants (4)Fees reported as well as commissions (4)
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Margarita Alejandra Ramirez1356 Calle Colnett · San Marcos, CA 92069 · Health and welfare plans18 plan filings · $4,844 disclosed · median 219 participantsNamed in Form 5500 filingsStephen White615 South Twin Oaks Valley Road · San Marcos, CA 92078 · Health and welfare plans3 plan filings · $38,831 disclosed · median 283 participantsNamed in Form 5500 filingsAaron D. McGovern1794 Avenida Regina · San Marcos, CA 92069 · Health and welfare plans2 plan filings · $10 disclosed · median 1,148 participantsNamed in Form 5500 filingsAlliant Insurance Services INC.570 Racheros Drive, Suite 100 · San Marcos, CA 92069 · Health and welfare plans2 plan filings · $5,332 disclosed · median 433 participantsNamed in Form 5500 filingsConcierge Benefits & Insurance Svcs3535 Linda Vista Drive · San Marcos, CA 92078 · Health and welfare plans2 plan filings · $4,233 disclosed · median 299 participantsNamed in Form 5500 filingsGeorge Bermudes500 Rancheros Drive · San Marcos, CA 92069 · Health and welfare plans2 plan filings · $111 disclosed · median 123 participantsNamed in Form 5500 filings
Comparing benefits brokers in San Marcos? 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.