Benefits BrokerAtlas

Robert C Placak & Associates INC

Broker or agent named on 3 employee benefit plan filings, San Rafael, CA

Named in Form 5500 filings

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Public-record details

Address
790 Mission Ave, San Rafael, CA 94901
Listed under
Health and welfare plans, Median plan 1,000+ participants
Plan filings naming this broker (2024 plan year)
3
Commissions disclosed on Schedule A
$124,937
Fees disclosed on Schedule A
None reported
Total disclosed
$124,937 (higher than 77% of the 22,186 brokers listed)
Average disclosed per filing
$41,646 (higher than 86% of listed brokers' per-filing averages)
Median plan size (participants)
1,913
Health and welfare filings / retirement filings
3 / 0
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 This listing was compiled from public records as of 2026-10-02 and may be incomplete or out of date.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 San Rafael

Tcs Insurance Agency INCSte 340, 100 Smith Ranch Rd · San Rafael, CA 94903 · Health and welfare plans13 plan filings · $998,216 disclosed · median 523 participantsNamed in Form 5500 filingsGlobal Retirement Partners, LLC4340 Redwood Highway, Suite B60 · San Rafael, CA 94903 · Retirement plans4 plan filings · $53,324 disclosed · median 140 participantsNamed in Form 5500 filingsAlliant Insurance Services, INC1050 Northgate Drive Suite 400 · San Rafael, CA 94903 · Health and welfare plans3 plan filings · $89,461 disclosed · median 863 participantsNamed in Form 5500 filingsSteven Christopher Wight100 Smith Ranch Rd, Ste 340 · San Rafael, CA 94903 · Health and welfare plans3 plan filings · $167,425 disclosed · median 523 participantsNamed in Form 5500 filingsBurnham Benefits Insurance Services4040 Civic Center Drive Suite 200 · San Rafael, CA 94903 · Health and welfare plans2 plan filings · $787 disclosed · median 3,168 participantsNamed in Form 5500 filingsDaniel Clifton Toney100 Smith Ranch Rd, Ste 340 · San Rafael, CA 94903 · Health and welfare plans2 plan filings · $23,069 disclosed · median 1,405 participantsNamed in Form 5500 filingsDavid Parr810 5th Ave, Ste 200 · San Rafael, CA 94901 · Health and welfare plans2 plan filings · $36,860 disclosed · median 176 participantsNamed in Form 5500 filingsToney, Daniel, Clifton100 Smith Ranch Rd, Suite 340 · San Rafael, CA 94903 · Health and welfare plans2 plan filings · $25,650 disclosed · median 261 participantsNamed in Form 5500 filings

All 9 in San Rafael →