Benefits BrokerAtlas

Hover Insurance Services

Broker or agent named on 3 employee benefit plan filings, Santa Rosa, CA

Named in Form 5500 filings

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Public-record details

Address
2455 Bennett Valley Road, Ste B210, Santa Rosa, CA 95404
Listed under
Health and welfare plans, Retirement plans, Median plan under 200 participants, Fees reported as well as commissions
Plan filings naming this broker (2024 plan year)
3
Commissions disclosed on Schedule A
$71,695
Fees disclosed on Schedule A
$52,591
Total disclosed
$124,286 (higher than 77% of the 22,186 brokers listed)
Average disclosed per filing
$41,429 (higher than 86% of listed brokers' per-filing averages)
Median plan size (participants)
101
Health and welfare filings / retirement filings
2 / 1
Plan sponsors' states (filings)
CA (3)

Named as a broker or agent on 3 Schedule A filings in the DOL's 2024 plan-year Form 5500 data. Source: DOL EBSA Form 5500 Schedule A (2024 plan year) (record). Data as of 2026-10-02.

Public record, not an endorsement. This listing was compiled from public records as of 2026-10-02 and may be incomplete or out of date. Benefits Broker Atlas does not vet, employ, recommend or guarantee benefits brokers; a badge reflects only what the public record showed on that date. Confirm current details with the official record before you decide. The information on Benefits Broker Atlas is not a recommendation or a guarantee of anyone's work. A license record shows registration status on the date shown, not workmanship, insurance coverage at the time of your job, or suitability for your project. Confirm license, insurance and permits directly before you hire. Full disclaimer · Report an error

How to read these figures

Insurance carriers report on Schedule A of Form 5500 the commissions and fees they paid to brokers and agents for each insurance contract of an employee benefit plan. We add up the amounts for each broker name and ZIP code in the 2024 plan-year data. Amounts depend on the size of the plans, the benefits bought, how many carriers are involved and how compensation is arranged, so a larger or smaller total is not a measure of a broker's price or quality. Percentages compare this broker with the other brokers listed here and are not judgments. Schedule A does not capture every form of broker compensation, such as fees paid directly by the employer.

Grouped by broker name and ZIP code as filed; the same firm can appear under several offices or spellings. The data has no phone number or website. Confirm a broker's insurance license with your state insurance department.

These are amounts insurers reported on Schedule A of Form 5500 for 2024 plan-year filings. They depend on plan size and benefits bought and are not a price list. See how to read Schedule A.

Other benefits brokers in Santa Rosa

Chris Kelly252 Wikiup Meadows Drive · Santa Rosa, CA 95403 · Health and welfare plans8 plan filings · $1,601 disclosed · median 218 participantsNamed in Form 5500 filingsRsc Insurance Brokerage, INC.3663 North Laughlin Road, Suite 201 · Santa Rosa, CA 95403 · Health and welfare plans6 plan filings · $42,899 disclosed · median 158 participantsNamed in Form 5500 filingsGeorge Petersen Insurance Agency175 West College Avenue · Santa Rosa, CA 95401 · Health and welfare plans5 plan filings · $111,101 disclosed · median 155 participantsNamed in Form 5500 filingsDavid B. Kitchen1260 North Dutton Avenue, Suite 180 · Santa Rosa, CA 95401 · Health and welfare plans4 plan filings · $156 disclosed · median 161 participantsNamed in Form 5500 filingsInterwest Insurance Services3663 North Laughlin Road, Suite 201 · Santa Rosa, CA 95403 · Health and welfare plans4 plan filings · $7,299 disclosed · median 146 participantsNamed in Form 5500 filingsAcrisure of California, LLC100 Stony Point Rd Ste 160 · Santa Rosa, CA 95401 · Health and welfare plans2 plan filings · $5,381 disclosed · median 137 participantsNamed in Form 5500 filingsGeorge Petersen InsuranceAgency, 175 W College Ave · Santa Rosa, CA 95401 · Health and welfare plans2 plan filings · $122,632 disclosed · median 145 participantsNamed in Form 5500 filingsGeorge Petersen Insurance Agen175 West College Avenue · Santa Rosa, CA 95401 · Health and welfare plans2 plan filings · $11,520 disclosed · median 218 participantsNamed in Form 5500 filings

All 10 in Santa Rosa →