Benefits BrokerAtlas

Benefits brokers in Santa Ana, CA

31 benefits brokers in Santa Ana — 31 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 (30)Median plan under 200 participants (17)Median plan 200 to 999 participants (6)Median plan 1,000+ participants (8)Fees reported as well as commissions (19)
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Amwins Connect Insurance Services2677 N Main St Ste 800 · Santa Ana, CA 92705 · Health and welfare plans108 plan filings · $1,837,197 disclosed · median 176 participantsNamed in Form 5500 filingsEoi Service Company, INC.1820 East 1st Street, Suite 400 · Santa Ana, CA 92705 · Health and welfare plans58 plan filings · $4,910,760 disclosed · median 1,574 participantsNamed in Form 5500 filingsAmwins Connect Insurance Svcs LLC2677 North Main Street, Suite 800 · Santa Ana, CA 92705 · Health and welfare plans36 plan filings · $428,805 disclosed · median 144 participantsNamed in Form 5500 filingsAmwins Connect Ins. Services, LLC2677 North Main Street, Suite 800 · Santa Ana, CA 92705 · Health and welfare plans35 plan filings · $432,511 disclosed · median 137 participantsNamed in Form 5500 filingsAmwins Connect Insurance2677 N Main Street · Santa Ana, CA 92705 · Health and welfare plans20 plan filings · $333,593 disclosed · median 142 participantsNamed in Form 5500 filingsAmwins Connect Ins Svcs, LLC2677 N Main Street, Suite 800 · Santa Ana, CA 92705 · Health and welfare plans19 plan filings · $189,909 disclosed · median 196 participantsNamed in Form 5500 filingsAcrisure of California LLC3130 S Harbor Blvd Ste 140 · Santa Ana, CA 92704 · Health and welfare plans15 plan filings · $546,799 disclosed · median 196 participantsNamed in Form 5500 filingsLisi LLC2677 North Main Street, Suite 800 · Santa Ana, CA 92705 · Health and welfare plans13 plan filings · $109,200 disclosed · median 183 participantsNamed in Form 5500 filingsAmwins Connect Insurance Services L2677 N Main St · Santa Ana, CA 92705 · Health and welfare plans10 plan filings · $200,347 disclosed · median 180 participantsNamed in Form 5500 filingsVoluntary Benefit Advisors1936 E Deere Ave, Ste 120 · Santa Ana, CA 92705 · Health and welfare plans9 plan filings · $1,339,984 disclosed · median 447 participantsNamed in Form 5500 filings
Owen Johnston1300 Fairhaven Ave., Apt. 3 · Santa Ana, CA 92705 · Health and welfare plans8 plan filings · $30 disclosed · median 188 participantsNamed in Form 5500 filingsBenefit Equity INC.525 N Cabrillo Park Dr, Suite, · Santa Ana, CA 92701 · Retirement plans7 plan filings · $27,379 disclosed · median 105 participantsNamed in Form 5500 filingsAlera Group, INC.3000 West Macarthur Boulevard, Suite 320 · Santa Ana, CA 92704 · Health and welfare plans6 plan filings · $417,963 disclosed · median 171 participantsNamed in Form 5500 filingsCentennial Group BenefitsP.o. Box 26457 · Santa Ana, CA 92799 · Health and welfare plans6 plan filings · $220,798 disclosed · median 266 participantsNamed in Form 5500 filingsCentennial Group Benefits & Ins SvcP.o. Box 26457 · Santa Ana, CA 92799 · Health and welfare plans6 plan filings · $291,651 disclosed · median 182 participantsNamed in Form 5500 filingsEoi Services, INC1820 E 1st Street, Suite 400 · Santa Ana, CA 92705 · Health and welfare plans4 plan filings · $281,138 disclosed · median 1,716 participantsNamed in Form 5500 filingsLisi LLC D/B/A Amwins ConnectInsurance Services LLC, 2677 N Main St Ste 800 · Santa Ana, CA 92705 · Health and welfare plans4 plan filings · $39,179 disclosed · median 206 participantsNamed in Form 5500 filingsVeronica Rincon2018 S Woodland Pl · Santa Ana, CA 92707 · Health and welfare plans4 plan filings · $5,885 disclosed · median 269 participantsNamed in Form 5500 filingsClevidence Insurance3000 West Macarthur Boulevard, Suite 320 · Santa Ana, CA 92704 · Health and welfare plans3 plan filings · $54,521 disclosed · median 177 participantsNamed in Form 5500 filingsDavidson James Duncan1820 East 1st Street, Suite 400 · Santa Ana, CA 92705 · Health and welfare plans3 plan filings · $849,009 disclosed · median 3,958 participantsNamed in Form 5500 filingsLisi LLC DBA Amwins ConnectInsurance Services LLC, 2677 N Main St Ste 800 · Santa Ana, CA 92705 · Health and welfare plans3 plan filings · $33,690 disclosed · median 173 participantsNamed in Form 5500 filingsAmwins Connect Insurance Srvcs, LLC2677 North Main Street, Suite 800 · Santa Ana, CA 92705 · Health and welfare plans2 plan filings · $15,960 disclosed · median 192 participantsNamed in Form 5500 filingsClevidence Insurance Services, INC.3000 West Macarthur Boulevard, Suite 320 · Santa Ana, CA 92704 · Health and welfare plans2 plan filings · $329,977 disclosed · median 3,204 participantsNamed in Form 5500 filingsEvelyn Araiza1726 W 15th Street · Santa Ana, CA 92706 · Health and welfare plans2 plan filings · $49 disclosed · median 162 participantsNamed in Form 5500 filingsJames D Davidson1820 E 1st Street, Suite 400 · Santa Ana, CA 92705 · Health and welfare plans2 plan filings · $570 disclosed · median 4,859 participantsNamed in Form 5500 filingsJames Davidson1820 E First Street, Ste 400 · Santa Ana, CA 92705 · Health and welfare plans2 plan filings · $38,070 disclosed · median 1,229 participantsNamed in Form 5500 filingsJames Duncan Davidson1820 East First Street, Suite 400 · Santa Ana, CA 92705 · Health and welfare plans2 plan filings · $37,847 disclosed · median 4,542 participantsNamed in Form 5500 filingsOwen C Johnston1300 Fairhaven Avenue, Apartment 3 · Santa Ana, CA 92705 · Health and welfare plans2 plan filings · $312 disclosed · median 276 participantsNamed in Form 5500 filingsScott Jones205 Memory Lane · Santa Ana, CA 92705 · Health and welfare plans2 plan filings · $437,208 disclosed · median 727 participantsNamed in Form 5500 filingsToan Huu Pham546 S Harbor Blvd · Santa Ana, CA 92704 · Health and welfare plans2 plan filings · $67 disclosed · median 166 participantsNamed in Form 5500 filingsVerna M Horton2536 Forest Lk · Santa Ana, CA 92705 · Health and welfare plans2 plan filings · $356 disclosed · median 1,129 participantsNamed in Form 5500 filings
Comparing benefits brokers in Santa Ana? 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.