Employee benefits brokers in California
5,437 employee benefits brokers of record are on file in California, named on Form 5500 Schedule A filings by the employers whose plans they place.
| Broker of record | Location | Employer clients | Filings | Commissions |
|---|---|---|---|---|
| Warner Pacific Insurance | Westlake Village, CA | 14 | 16 | $86,658 |
| Danone Simpson Ins Svcs LLC | Calabasas, CA | 12 | 16 | $216,493 |
| Lpl Fncl Corp | San Diego, CA | 14 | 15 | $342,500 |
| Brown & Brown Of Or LLC | Los Angeles, CA | 10 | 15 | $401,326 |
| Crossplans | Dana Point, CA | 14 | 15 | $83,133 |
| Tcs Insurance Agency Inc | San Rafael, CA | 13 | 15 | $701,900 |
| Inszone Insurance Services LLC | Rancho Cordova, CA | 12 | 15 | $205,069 |
| Willis Ins Svcs Of Ca Inc | San Francisco, CA | 12 | 15 | $401,787 |
| Independent Financial Group, Inc. | San Diego, CA | 13 | 15 | $415,709 |
| Hub International Of California Ins | Riverside, CA | 15 | 15 | $447,027 |
| Del Downey | Temecula, CA | 10 | 15 | $2,150 |
| Cetera Advisor Ins Svcs. | El Segundo, CA | 12 | 15 | $337,417 |
| Roger Stuart Kenchel | Carlsbad, CA | 14 | 15 | $7,536 |
| David B. Kitchen | La Canada Flintridge, CA | 9 | 15 | $1,163 |
| Venbrook Insurance Services | Woodland Hills, CA | 15 | 15 | $2,283,681 |
| Remmel Solutions | Nipomo, CA | 11 | 14 | $15,851 |
| Theresa Netto Phillips | Fresno, CA | 14 | 14 | $62,110 |
| Johnson & Dugan Insurance Services | Redwood City, CA | 11 | 14 | $1,590,372 |
| Wendy Dawn Pack | Ramona, CA | 12 | 14 | $747 |
| Acrisure Partners West Coast Ins Se | San Jose, CA | 12 | 14 | $1,011,318 |
| Word And Brown Benefit Admin | Orange, CA | 12 | 14 | — |
| Morris & Garritano Ins. Agency, Inc | San Luis Obispo, CA | 13 | 14 | $502,903 |
| Christopher Hager | Rancho Mirage, CA | 11 | 14 | $78 |
| Chris Kelly | Santa Rosa, CA | 9 | 14 | $1,797 |
| Sarah Courtney Knapp | Ladera Ranch, CA | 10 | 14 | $10,276 |
| De Vita B Mckenzie | Los Angeles, CA | 11 | 14 | $594 |
| Matthew Dominic Brown | Oakland, CA | 11 | 14 | $2,555 |
| Ias Series Of Lockton Specialties | San Francisco, CA | 12 | 14 | $675 |
| Winton-Ireland Ins Agency | Turlock, CA | 3 | 14 | $148,067 |
| Acrisure Of California LLC Dba | San Diego, CA | 14 | 14 | $511,415 |
| David J Reesor | Upland, CA | 11 | 14 | $1,176 |
| Frederick W. Howarth Iii | Culver City, CA | 9 | 14 | $1,526,642 |
| Benefit Advisors Services Group LLC | San Diego, CA | 14 | 14 | $189,685 |
| Baltor Insurance Services | Burlingame, CA | 11 | 14 | $7,515 |
| Nac Insurance Administration | Capitola, CA | 11 | 13 | $790,939 |
| Relation Insurance Svcs Of Ca, Inc. | Pleasant Hill, CA | 13 | 13 | $620,567 |
| Raymond Kwockman Gong | San Diego, CA | 11 | 13 | $8,524 |
| Western Growers Insurance Services | Irvine, CA | 13 | 13 | $126,933 |
| Brown & Brown Ins Services, Inc. | Los Angeles, CA | 12 | 13 | $159,753 |
| Qualified Services, Inc. | San Luis Obispo, CA | 11 | 13 | $17,157 |
| Claremont Business Group, Inc. | Concord, CA | 11 | 13 | $303,773 |
| Susie A Estrada | San Juan Capistrano, CA | 12 | 13 | $51,151 |
| Les Heinsen Ins Services Inc | Fair Oaks, CA | 10 | 13 | $218 |
| Cetera Wealth Services LLC | El Segundo, CA | 13 | 13 | $149,754 |
| Salvador Heredia | Livermore, CA | 12 | 13 | $14,384 |
| Maria C Gonzalez | Moreno Valley, CA | 11 | 13 | $5,010 |
| Executive Financial Bene-Facts Inc | Los Angeles, CA | 9 | 13 | $1,667,454 |
| Gallagher Benefits Services, Inc. | Glendale, CA | 12 | 13 | $389,975 |
| Winton-Ireland Insurance Agency Inc | Turlock, CA | 7 | 13 | $365,061 |
| Acrisure Southwest Partners Insuran | Costa Mesa, CA | 11 | 12 | $637,600 |
Know which California plans are in play before renewal.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A.
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