Benefits BrokerAtlas

Benefits brokers in Walnut Creek, CA

39 benefits brokers in Walnut Creek — 39 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 (35)Retirement plans (5)Median plan under 200 participants (14)Median plan 200 to 999 participants (22)Median plan 1,000+ participants (3)Fees reported as well as commissions (21)
Featured spots · Walnut Creek, CA

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Alliant Insurance Services, INC.2185 North California Boulevard, Suite 400 · Walnut Creek, CA 94596 · Health and welfare plans158 plan filings · $6,402,231 disclosed · median 457 participantsNamed in Form 5500 filingsHeffernan Insurance Brokers1350 Carlback Ave., Suite 200 · Walnut Creek, CA 94596 · Health and welfare plans132 plan filings · $11,712,946 disclosed · median 185 participantsNamed in Form 5500 filingsBeere & Purves INC500 Ygnacio Valley Road, Suite 450 · Walnut Creek, CA 94596 · Health and welfare plans76 plan filings · $1,678,402 disclosed · median 170 participantsNamed in Form 5500 filingsFoundation Risk Partners, Corp.2125 Ygnacio Valley Road, Suite 200 · Walnut Creek, CA 94598 · Health and welfare plans43 plan filings · $2,189,555 disclosed · median 202 participantsNamed in Form 5500 filingsSan Francisco1646 North California Boulevard, Suite 680 · Walnut Creek, CA 94596 · Retirement plans26 plan filings · $27,904 disclosed · median 249 participantsNamed in Form 5500 filingsGallagher Benefit Services, INC.2121 North California Boulevard, Suite 350 · Walnut Creek, CA 94596 · Health and welfare plans24 plan filings · $1,032,676 disclosed · median 230 participantsNamed in Form 5500 filingsAllison Farris Wendelberger207 Santa Fe Dr · Walnut Creek, CA 94598 · Health and welfare plans19 plan filings · $110 disclosed · median 185 participantsNamed in Form 5500 filingsBeere & Purves INC1350 Treat Blvd #470 · Walnut Creek, CA 94597 · Health and welfare plans9 plan filings · $108,006 disclosed · median 142 participantsNamed in Form 5500 filingsRelation Insurance Services of CA1277 Treat Boulevard, Suite 400 · Walnut Creek, CA 94597 · Health and welfare plans9 plan filings · $262,400 disclosed · median 263 participantsNamed in Form 5500 filingsSan Francisco Regional Office1646 North California Boulevard, Ste 680 · Walnut Creek, CA 94596 · Retirement plans9 plan filings · $4,431 disclosed · median 151 participantsNamed in Form 5500 filings
Evco Insurance Services, INC.1212 Broadway Plz Ste 2100 · Walnut Creek, CA 94596 · Health and welfare plans8 plan filings · $212,989 disclosed · median 153 participantsNamed in Form 5500 filingsRelation Insurance Services1277 Treat Boulevard, Suite 400 · Walnut Creek, CA 94597 · Health and welfare plans7 plan filings · $237,433 disclosed · median 492 participantsNamed in Form 5500 filingsMarsh & McLennan Agency LLC1255 Treat Boulevard, Suite 950 · Walnut Creek, CA 94597 · Health and welfare plans6 plan filings · $18,875 disclosed · median 340 participantsNamed in Form 5500 filingsUbf Insurance Services, INC.2033 N. Main St Suite 700 · Walnut Creek, CA 94596 · Health and welfare plans6 plan filings · $302,634 disclosed · median 276 participantsNamed in Form 5500 filingsBeere & Purves INC (Ga)500 Ygnacio Valley Rd, Ste 450 · Walnut Creek, CA 94596 · Health and welfare plans5 plan filings · $16,215 disclosed · median 146 participantsNamed in Form 5500 filingsDriver Alliant Insurance Services2185 North California Blvd, Suite 400 · Walnut Creek, CA 94596 · Health and welfare plans5 plan filings · $608 disclosed · median 1,016 participantsNamed in Form 5500 filingsFoundation Risk Partners2125 Ygnacio Valley Road · Walnut Creek, CA 94596 · Health and welfare plans5 plan filings · $258,872 disclosed · median 217 participantsNamed in Form 5500 filingsAlliant Insurance Svcs INC.2185 N California Blvd, Ste 400 · Walnut Creek, CA 94596 · Health and welfare plans4 plan filings · $14,746 disclosed · median 530 participantsNamed in Form 5500 filingsAccessehr Insurance Services3000 Oak Road, Suite 220 · Walnut Creek, CA 94597 · Health and welfare plans3 plan filings · $52,337 disclosed · median 327 participantsNamed in Form 5500 filingsAlliant Employee Benefits2185 N California Blvd, Ste 400 · Walnut Creek, CA 94596 · Health and welfare plans3 plan filings · $24,729 disclosed · median 154 participantsNamed in Form 5500 filingsHeffernan Ins BrokersPO Box 4006 · Walnut Creek, CA 94596 · Health and welfare plans3 plan filings · $17,528 disclosed · median 399 participantsNamed in Form 5500 filingsHeffernan Insurance Brokers1350 Carlback Ave., Suite 200 · Walnut Creek, CA 92122 · Health and welfare plans3 plan filings · $230,533 disclosed · median 328 participantsNamed in Form 5500 filingsMarsh and McLennan Agency1340 Treat Boulevard, Suite 250 · Walnut Creek, CA 94596 · Health and welfare plans3 plan filings · $99,676 disclosed · median 230 participantsNamed in Form 5500 filingsNewport Group, INC.1350 Treat Blvd, Suite 300 · Walnut Creek, CA 94597 · Retirement plans3 plan filings · $33,045 disclosed · median 110 participantsNamed in Form 5500 filingsRelation Ins. Svcs of CA1277 Treat Boulevard, Suite 400 · Walnut Creek, CA 94597 · Health and welfare plans3 plan filings · $13,083 disclosed · median 194 participantsNamed in Form 5500 filingsUbf Consulting, INC.2033 N. Main St Suite 700 · Walnut Creek, CA 94596 · Health and welfare plans3 plan filings · $176,634 disclosed · median 218 participantsNamed in Form 5500 filingsAbd Ins. and Financial Svcs., INC.1990 North California Boulevard, Suite 720 · Walnut Creek, CA 94596 · Health and welfare plans2 plan filings · $23,553 disclosed · median 424 participantsNamed in Form 5500 filingsCentricity Insurance Solutions, LLC201 North Civic Drive, Suite 140 · Walnut Creek, CA 94596 · Health and welfare plans2 plan filings · $6,625,331 disclosed · median 141 participantsNamed in Form 5500 filingsDorsey, Hazeltine, Morgan, & Wynne1212 Broadway Plz, Ste 2100 · Walnut Creek, CA 94596 · Health and welfare plans2 plan filings · $95,833 disclosed · median 199 participantsNamed in Form 5500 filingsFilice Insurance Services LLC1350 Treat Blvd, Ste 100 · Walnut Creek, CA 94597 · Health and welfare plans2 plan filings · $4,916 disclosed · median 157 participantsNamed in Form 5500 filingsFoundation Risk Corp. DBA Pinnacle2125 Ygnacio Valley Road, Suite 200 · Walnut Creek, CA 94598 · Health and welfare plans2 plan filings · $6,053 disclosed · median 230 participantsNamed in Form 5500 filingsHeffernan Insurance Brokers1350 Carlback Ave., Suite 200 · Walnut Creek, CA 94520 · Health and welfare plans2 plan filings · $89,683 disclosed · median 317 participantsNamed in Form 5500 filingsMass Mutual N. CA1676 N. California Blvd, Suite 430 · Walnut Creek, CA 94596 · Retirement plans2 plan filings · $694 disclosed · median 346 participantsNamed in Form 5500 filingsMilliman, INC.2175 N California Blvd Ste 810 · Walnut Creek, CA 94596 · Health and welfare plans2 plan filings · $125 disclosed · median 566 participantsNamed in Form 5500 filingsMorris & Boyle1850 Mount Diablo Boulevard, Suite 430 · Walnut Creek, CA 94596 · Health and welfare plans2 plan filings · $133,986 disclosed · median 6,380 participantsNamed in Form 5500 filingsPinnacle Brokers Insurance Solution2125 Ygnacio Valley Road, Suite 200 · Walnut Creek, CA 94598 · Health and welfare plans2 plan filings · $31,644 disclosed · median 129 participantsNamed in Form 5500 filingsRelation Ins. Services of CA, INC1277 Treat Boulevard, Suite 400 · Walnut Creek, CA 94597 · Health and welfare plans2 plan filings · $31,340 disclosed · median 215 participantsNamed in Form 5500 filingsRelations Ins Services of CA, INC.1277 Treat Boulevard, Suite 400 · Walnut Creek, CA 94597 · Health and welfare plans2 plan filings · $39,047 disclosed · median 251 participantsNamed in Form 5500 filingsRobert B. Fakhimi4140 Arbolado Dr · Walnut Creek, CA 94598 · Health and welfare plans2 plan filings · $1,326 disclosed · median 1,102 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.