Benefits BrokerAtlas

Benefits brokers in San Rafael, CA

9 benefits brokers in San Rafael — 9 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 (8)Median plan 200 to 999 participants (4)Median plan 1,000+ participants (3)Fees reported as well as commissions (6)
Featured spots · San Rafael, CA

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Tcs Insurance Agency INCSte 340, 100 Smith Ranch Rd · San Rafael, CA 94903 · Health and welfare plans13 plan filings · $998,216 disclosed · median 523 participantsNamed in Form 5500 filingsGlobal Retirement Partners, LLC4340 Redwood Highway, Suite B60 · San Rafael, CA 94903 · Retirement plans4 plan filings · $53,324 disclosed · median 140 participantsNamed in Form 5500 filingsAlliant Insurance Services, INC1050 Northgate Drive Suite 400 · San Rafael, CA 94903 · Health and welfare plans3 plan filings · $89,461 disclosed · median 863 participantsNamed in Form 5500 filingsRobert C Placak & Associates INC790 Mission Ave · San Rafael, CA 94901 · Health and welfare plans3 plan filings · $124,937 disclosed · median 1,913 participantsNamed in Form 5500 filingsSteven Christopher Wight100 Smith Ranch Rd, Ste 340 · San Rafael, CA 94903 · Health and welfare plans3 plan filings · $167,425 disclosed · median 523 participantsNamed in Form 5500 filingsBurnham Benefits Insurance Services4040 Civic Center Drive Suite 200 · San Rafael, CA 94903 · Health and welfare plans2 plan filings · $787 disclosed · median 3,168 participantsNamed in Form 5500 filingsDaniel Clifton Toney100 Smith Ranch Rd, Ste 340 · San Rafael, CA 94903 · Health and welfare plans2 plan filings · $23,069 disclosed · median 1,405 participantsNamed in Form 5500 filingsDavid Parr810 5th Ave, Ste 200 · San Rafael, CA 94901 · Health and welfare plans2 plan filings · $36,860 disclosed · median 176 participantsNamed in Form 5500 filingsToney, Daniel, Clifton100 Smith Ranch Rd, Suite 340 · San Rafael, CA 94903 · Health and welfare plans2 plan filings · $25,650 disclosed · median 261 participantsNamed in Form 5500 filings
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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.