Benefits BrokerAtlas

Leavitt Pacific Insurance Broker

Broker or agent named on 2 employee benefit plan filings, San Jose, CA

Named in Form 5500 filings

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Public-record details

Address
1570 the Alameda, Ste 101, San Jose, CA 95126
Listed under
Health and welfare plans, Median plan under 200 participants
Plan filings naming this broker (2024 plan year)
2
Commissions disclosed on Schedule A
$16,060
Fees disclosed on Schedule A
None reported
Total disclosed
$16,060 (higher than 48% of the 22,186 brokers listed)
Average disclosed per filing
$8,030 (higher than 56% of listed brokers' per-filing averages)
Median plan size (participants)
125
Health and welfare filings / retirement filings
2 / 0
Plan sponsors' states (filings)
CA (2)

Named as a broker or agent on 2 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 This listing was compiled from public records as of 2026-10-02 and may be incomplete or out of date.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 San Jose

Acrisure Partners West Coast3155 Olsen Drive · San Jose, CA 95117 · Health and welfare plans56 plan filings · $1,094,412 disclosed · median 195 participantsNamed in Form 5500 filingsAcrisure Partners West Coast Ins3155 Olsen Dr, Ste 400 · San Jose, CA 95117 · Health and welfare plans48 plan filings · $973,272 disclosed · median 189 participantsNamed in Form 5500 filingsFilice Insurance Agency738 North First Street · San Jose, CA 95112 · Health and welfare plans24 plan filings · $441,218 disclosed · median 204 participantsNamed in Form 5500 filingsAcrisure Partners West Coast Insura3155 Olsen Dr Ste 400 · San Jose, CA 95117 · Health and welfare plans19 plan filings · $432,907 disclosed · median 174 participantsNamed in Form 5500 filingsAcrisure Partners West3155 Olsen Drive · San Jose, CA 95117 · Health and welfare plans17 plan filings · $181,056 disclosed · median 232 participantsNamed in Form 5500 filingsAcrisure West Insurance Services3155 Olsen Dr Ste 400 · San Jose, CA 95117 · Health and welfare plans14 plan filings · $117,445 disclosed · median 154 participantsNamed in Form 5500 filingsCbiz Benefits & Insurance Services160 W Santa Clara St, Suite 675 · San Jose, CA 95113 · Health and welfare plans14 plan filings · $152,352 disclosed · median 128 participantsNamed in Form 5500 filingsFilice Insurance Services LLC738 North First Street · San Jose, CA 95112 · Health and welfare plans14 plan filings · $159,936 disclosed · median 267 participantsNamed in Form 5500 filings

All 59 in San Jose →