Benefits BrokerAtlas

Benefits brokers in San Ramon, CA

10 benefits brokers in San Ramon — 10 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 (9)Median plan under 200 participants (3)Median plan 200 to 999 participants (7)Fees reported as well as commissions (6)
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Edgewood Partners Insurance Center3000 Executive Pkwy, Ste 325 · San Ramon, CA 94583 · Health and welfare plans46 plan filings · $1,722,035 disclosed · median 371 participantsNamed in Form 5500 filingsMcGriff Insurance Services, INC.3130 Crow Canyon Pl, Ste 400 · San Ramon, CA 94583 · Health and welfare plans18 plan filings · $455,683 disclosed · median 267 participantsNamed in Form 5500 filingsMarsh & McLennan Agency LLC3130 Crow Canyon Pl, Ste 400 · San Ramon, CA 94583 · Health and welfare plans9 plan filings · $398,892 disclosed · median 218 participantsNamed in Form 5500 filingsHub International Ins Services INC3000 Executive Parkway, Suite 300 · San Ramon, CA 94583 · Health and welfare plans4 plan filings · $94,605 disclosed · median 255 participantsNamed in Form 5500 filingsHub International Ins. Svcs., INC.3000 Executive Parkway, Suite 300 · San Ramon, CA 94583 · Health and welfare plans4 plan filings · $118,068 disclosed · median 323 participantsNamed in Form 5500 filingsCbiz Financial Solutions INC.2410 Camino Ramon #175 · San Ramon, CA 94583 · Retirement plans2 plan filings · $52,839 disclosed · median 119 participantsNamed in Form 5500 filingsHub International3000 Executive Parkway, Suite 300 · San Ramon, CA 94583 · Health and welfare plans2 plan filings · $23,195 disclosed · median 197 participantsNamed in Form 5500 filingsHub International Ins. Service3000 Executive Parkway, Suite 300 · San Ramon, CA 94583 · Health and welfare plans2 plan filings · $27,350 disclosed · median 287 participantsNamed in Form 5500 filingsMarsh & McLennan Agency 3130Crow Canyon Place, Suite 400 · San Ramon, CA 94583 · Health and welfare plans2 plan filings · $105,920 disclosed · median 800 participantsNamed in Form 5500 filingsTeam Good Guy Ins Services INC15 Pamplona CT · San Ramon, CA 94583 · Health and welfare plans2 plan filings · $127,475 disclosed · median 134 participantsNamed in Form 5500 filings
Comparing benefits brokers in San Ramon? 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.