Benefits brokers in San Mateo, CA
59 benefits brokers in San Mateo — 59 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 (57)Retirement plans (3)Median plan under 200 participants (18)Median plan 200 to 999 participants (37)Median plan 1,000+ participants (4)Fees reported as well as commissions (47)
Featured spots · San Mateo, CA
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Sequoia Benefits & Ins Svcs LLCNamed in Form 5500 filingsAbd Ins. and Financial Svcs., INC.Named in Form 5500 filingsSequoia Benefits & Ins. ServicesNamed in Form 5500 filingsSequoia Benefits LLCNamed in Form 5500 filingsSequoia Benefits & Insurance SvcsNamed in Form 5500 filingsNewfront Insurance ServicesNamed in Form 5500 filingsFce Benefit Administrators, INC.Named in Form 5500 filingsAbd Ins. and Financial Svcs., INC.Named in Form 5500 filingsAmwins Connect Insurance ServicesNamed in Form 5500 filingsNewfront InsuranceNamed in Form 5500 filings
Andreini & CompanyNamed in Form 5500 filingsAmwins Connect Ins. Services, LLCNamed in Form 5500 filingsAmwins Connect InsuranceNamed in Form 5500 filingsLumity, INC.Named in Form 5500 filingsAmwins Connect Insurance Svcs, LLCNamed in Form 5500 filingsLumity Insurance Services, INC.Named in Form 5500 filingsAbd Insurance and Financial SvcsNamed in Form 5500 filingsAmwins Connect Ins Svcs LLCNamed in Form 5500 filingsEdgewood Partners Insurance CenterNamed in Form 5500 filingsEdgewood Partners Insurance CenterNamed in Form 5500 filingsAbd Ins and Fin Svcs, INC.Named in Form 5500 filingsAbd Ins. & Financial Services, INC.Named in Form 5500 filingsFce Benefit Administrators, INCNamed in Form 5500 filingsPcf Insurance Services of the WestNamed in Form 5500 filingsSequoia Benefits & Ins LLCNamed in Form 5500 filingsAmwins Connect Insurance ServicesNamed in Form 5500 filingsPcf Insurance Svcs of the West, LLCNamed in Form 5500 filingsSequoia Benefits Insurance ServicesNamed in Form 5500 filingsAbd Insurance & Fin SvcsNamed in Form 5500 filingsAbd Insurance and Financial ServiceNamed in Form 5500 filingsLisi LLCNamed in Form 5500 filingsMichael James LebraneNamed in Form 5500 filingsNewfront InsuranceNamed in Form 5500 filingsNewfront Insurance Services, LLCNamed in Form 5500 filingsAbd Insurance and FinancialNamed in Form 5500 filingsAbd Insurance and Financial SeNamed in Form 5500 filingsGregory S GolubNamed in Form 5500 filingsPcf Insurance ServicesNamed in Form 5500 filingsPlan Design Consultants, INC.Named in Form 5500 filingsSequoia Benefits and InsuranceNamed in Form 5500 filingsSequoia Benefits and Insurance ServNamed in Form 5500 filingsTrucordia Insurance Services LLCNamed in Form 5500 filingsUnivops Insurance ServiceNamed in Form 5500 filingsAbd Ins & Fin Svcs DBA NewfrontNamed in Form 5500 filingsAbd Ins and Fin Services, INC.Named in Form 5500 filingsAbd Ins. & Financial Services, INC.Named in Form 5500 filingsAbd Insurance & Financial ServicesNamed in Form 5500 filingsAdvanced Estate & Ins. Services INCNamed in Form 5500 filingsAmwins Connect Insurance Services LNamed in Form 5500 filingsKurt DegroszNamed in Form 5500 filingsMark CarpenterNamed in Form 5500 filingsPcf Ins. Services of the West, LLCNamed in Form 5500 filingsPcf Ins. Svcs of the WestNamed in Form 5500 filingsPrimark BenefitsNamed in Form 5500 filingsSequoia Benefits and Ins Srvs LLCNamed in Form 5500 filingsSequoia Benefits and Ins. Scvs. LLCNamed in Form 5500 filingsSequoia Consulting GroupNamed in Form 5500 filingsShih C. HuangNamed in Form 5500 filingsShih Che HuangNamed in Form 5500 filings
Comparing benefits brokers in San Mateo? 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.