Benefits BrokerAtlas

Benefits brokers in Valencia, CA

9 benefits brokers in Valencia — 9 named on at least two 2024 Form 5500 filings. Most plan filings first. This is not a ranking of quality or price.

Median plan under 200 participants (4)Median plan 1,000+ participants (3)Fees reported as well as commissions (5)
Featured spots · Valencia, CA

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Creativa Associates Financial28470 Stanford Ave, Suite 300 · Valencia, CA 91355 · Health and welfare plans6 plan filings · $521,640 disclosed · median 5,229 participantsNamed in Form 5500 filingsAlexander Ottoniel Canas27448 Riverside Ln · Valencia, CA 91354 · Health and welfare plans5 plan filings · $28 disclosed · median 150 participantsNamed in Form 5500 filingsCreativa Associates Financial and I28470 Avenue Stanford, Ste 300 · Valencia, CA 91355 · Health and welfare plans4 plan filings · $277,448 disclosed · median 1,934 participantsNamed in Form 5500 filingsLbw Insurance & Financial Services28055 Smyth Drive · Valencia, CA 91355 · Health and welfare plans4 plan filings · $91,709 disclosed · median 125 participantsNamed in Form 5500 filingsCreativa Associates Financial & Ins28470 Avenue Stanford, Suite 300 · Valencia, CA 91355 · Health and welfare plans3 plan filings · $86,291 disclosed · median 2,637 participantsNamed in Form 5500 filingsBenefits & Risk Solutions, INC.28402 Constellation Rd · Valencia, CA 91355 · Health and welfare plans2 plan filings · $274,681 disclosed · median 969 participantsNamed in Form 5500 filingsLbw Insurance & Financial Service28055 Smyth Drive · Valencia, CA 91355 · Health and welfare plans2 plan filings · $74,350 disclosed · median 136 participantsNamed in Form 5500 filingsLbw Insurance & Financial Svcs, INC28055 Smyth Drive · Valencia, CA 91355 · Health and welfare plans2 plan filings · $154,471 disclosed · median 264 participantsNamed in Form 5500 filingsM.t. Stuart & Company28494 Westinghouse Place, Suite 205 · Valencia, CA 91355 · Health and welfare plans2 plan filings · $30,964 disclosed · median 114 participantsNamed in Form 5500 filings
Comparing benefits brokers in Valencia? 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.