Fundz
Fundz
Benefits Intelligence/Broker Directory/California

Alliant Insurance Services, Inc.

San Diego, CA

Alliant Insurance Services, Inc. of San Diego, CA is the broker of record on 3,980 Form 5500 Schedule A filings covering 2,318 employer benefit plans across 52 states, with $282,358,662 in reported broker commissions (plan year 2025).

Employer clients
2,318
distinct plan sponsors
Schedule A filings
3,980
States served
52
Reported commissions
$282,358,662
plan year 2025
Reported fees
$73,971,051

Quick answer

Alliant Insurance Services, Inc. (San Diego, CA) is the broker of record for 2,318 employer benefit plan sponsors on 3,980 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Alliant Insurance Services, Inc. have?
Alliant Insurance Services, Inc. is named as broker on Form 5500 Schedule A filings for 2,318 distinct plan sponsors in 52 states.
Who are Alliant Insurance Services, Inc.'s largest employer clients?
By plan participants, the largest include Sagewell Healthcare Benefits Trust (477,594 participants), The Business Council Of New York State, Inc. Insurance Fund (151,182 participants) and Chipotle Mexican Grill, Inc. (123,021 participants).
How much does Alliant Insurance Services, Inc. earn in commissions?
Insurers reported $282.4 million in broker commissions and $74 million in fees paid to Alliant Insurance Services, Inc. for plan year 2025, per Schedule A Part 1.
Where is Alliant Insurance Services, Inc. located?
Alliant Insurance Services, Inc. is based in San Diego, CA and has employer clients in 52 states.
How does Alliant Insurance Services, Inc. rank among benefits brokers in California?
Alliant Insurance Services, Inc. ranks #1 by employer clients among the 50 most active benefits brokers based in California.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Alliant Insurance Services, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Sagewell Healthcare Benefits TrustPA477,5942025-12-31
The Business Council Of New York State, Inc. Insurance FundNY151,1822024-12-31
Chipotle Mexican Grill, Inc.CA123,0212025-12-31
2,315 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.