Benefits BrokerAtlas

Relations Ins Services of CA, INC.

Broker or agent named on 2 employee benefit plan filings, Walnut Creek, CA

Named in Form 5500 filings

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Public-record details

Address
1277 Treat Boulevard, Suite 400, Walnut Creek, CA 94597
Listed under
Health and welfare plans, Median plan 200 to 999 participants
Plan filings naming this broker (2024 plan year)
2
Commissions disclosed on Schedule A
$39,047
Fees disclosed on Schedule A
None reported
Total disclosed
$39,047 (higher than 60% of the 22,186 brokers listed)
Average disclosed per filing
$19,524 (higher than 72% of listed brokers' per-filing averages)
Median plan size (participants)
251
Health and welfare filings / retirement filings
2 / 0
Plan sponsors' states (filings)
FL (1), CA (1)

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 This listing was compiled from public records as of 2026-10-02 and may be incomplete or out of date.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 Walnut Creek

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 filings

All 39 in Walnut Creek →