Employee benefits brokers in California
5,169 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 |
|---|---|---|---|---|
| Liberty Company Ins Brokers, Inc. | Woodland Hills, CA | 5 | 5 | $61,905 |
| Lisi LLC D/B/A Amwins Connect | Santa Ana, CA | 3 | 5 | $10,732 |
| Louis Chandler Castleberry | Sebastopol, CA | 2 | 5 | $139 |
| Lucy Diane Baker | Palm Desert, CA | 5 | 5 | $456 |
| Maira Magali Ortiz | Lancaster, CA | 5 | 5 | $3,350 |
| Maniaci Insurance Services, Inc. | Palos Verdes, CA | 4 | 5 | $120,977 |
| Mark Mcdonald | San Diego, CA | 4 | 5 | $490 |
| Michael B Kelly Insurance Services | Carmel, CA | 3 | 5 | $173,609 |
| Michael H Booth | Martinez, CA | 4 | 5 | $326 |
| Michael Robert Fisher | Monrovia, CA | 4 | 5 | $6,701 |
| Michelle A Babitz | Cathedral City, CA | 3 | 5 | $128 |
| Michelle Ann Deras | Ontario, CA | 4 | 5 | $24,975 |
| Milestone Insurance Brokers Inc | Irvine, CA | 3 | 5 | $1,886,731 |
| Mjr Insurance Services LLC | North Hollywood, CA | 3 | 5 | $2,167 |
| Montage Insurance Solutions | Woodland Hills, CA | 3 | 5 | $62,618 |
| Morris & Garritano Ins Svcs., Inc. | San Luis Obispo, CA | 5 | 5 | $43,392 |
| Mykisha L. Thomas | Inglewood, CA | 1 | 5 | $18,553 |
| Nanette Stark | Encino, CA | 3 | 5 | $108 |
| One Benefit Source | Beverly Hills, CA | 5 | 5 | $224,726 |
| Oracle America, Inc. | Redwood City, CA | 3 | 5 | n/a |
| Pam Jean Ragus | Glendale, CA | 3 | 5 | $3,404 |
| Paul E Gottlieb | Fresno, CA | 3 | 5 | $286,280 |
| People Center Inc | San Francisco, CA | 4 | 5 | n/a |
| Prj Insurance And Wealth Management | Dixon, CA | 1 | 5 | $129,672 |
| San Diego Regional Office | San Diego, CA | 5 | 5 | n/a |
| Sandra Allen | Seal Beach, CA | 3 | 5 | $269 |
| Sandra L Sherman | San Juan Bautista, CA | 3 | 5 | $1,942 |
| Scott R Fenton | San Francisco, CA | 3 | 5 | $762 |
| Sequoia Benefits And Insurance | San Mateo, CA | 4 | 5 | $116,022 |
| Shem Bostick | Oceanside, CA | 5 | 5 | $230 |
| Snapenroll LLC | Lake Forest, CA | 4 | 5 | $840,255 |
| Stanton Hunton | Palos Verdes Estates, CA | 4 | 5 | $303,930 |
| Stephanie L Sanders | North Hollywood, CA | 3 | 5 | $446 |
| Steven R. Johnson | Torrance, CA | 2 | 5 | $798 |
| Tapert Insurance Agency | Sierra Madre, CA | 5 | 5 | $57,357 |
| Terrance Hugh Dickerson | Redlands, CA | 5 | 5 | $124 |
| Terrance Luczaj | Ladera Ranch, CA | 4 | 5 | $182 |
| The Bachan Group LLC | Watsonville, CA | 3 | 5 | $331,485 |
| The Robert Lynn Company Inc | Bakersfield, CA | 3 | 5 | $2,512 |
| Tnv Insurance Services Inc | Studio City, CA | 4 | 5 | $72 |
| Tracy Broughton | Ladera Ranch, CA | 3 | 5 | $1,974 |
| Tribal First | Pasadena, CA | 3 | 5 | $38,276 |
| Trombino Pension Administrators Inc | Temecula, CA | 3 | 5 | $8,314 |
| Usi Ins Svcs, LLC | Irvine, CA | 4 | 5 | $5,316 |
| Veronica Rincon | Santa Ana, CA | 4 | 5 | $6,412 |
| Victoria Howard | Moraga, CA | 3 | 5 | $17 |
| Wanglin, Ronald Chase | Pasadena, CA | 3 | 5 | $8,674 |
| Warner Pacific Insurance Svs., Inc. | Westlake Village, CA | 5 | 5 | $42,528 |
| Waveling Insurance Services Inc | Covina, CA | 4 | 5 | $34,205 |
| West Office | Long Beach, CA | 5 | 5 | n/a |
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 month, read from the most recent Form 5500 Schedule A.
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