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 |
|---|---|---|---|---|
| Julie Jordan | San Diego, CA | 1 | 2 | $2,082 |
| Piper Jordan Health & Benefits Ptrs | Los Angeles, CA | 1 | 2 | $36,100 |
| Jrl Capital Corporation | Irvine, CA | 1 | 2 | $19,136 |
| Planmember Securities Corp | Carpinteria, CA | 2 | 2 | $26,217 |
| Adsh Investments Ii Inc | Lake Forest, CA | 2 | 2 | $-1,501 |
| Joy Elizabeth Gunderson | Yorba Linda, CA | 1 | 2 | $6,430 |
| Judi Jones | Rohnert Park, CA | 1 | 2 | $1,023 |
| Julie Lyn Wold | Anaheim Hills, CA | 1 | 2 | $3,580 |
| Kadie Karcher | Yorba Linda, CA | 1 | 2 | $7,408 |
| K-Kics | Burbank, CA | 2 | 2 | $148,983 |
| Americorp Financial Pension & Ins | Los Angeles, CA | 2 | 2 | $353 |
| Gandy, Craig M | Rocklin, CA | 1 | 2 | n/a |
| Joseph Vincent Guevara | Walnut Creek, CA | 1 | 2 | $54 |
| Premier Insurance Management | San Diego, CA | 2 | 2 | $202 |
| Joseph Paloukos | Orange, CA | 1 | 2 | $4,587 |
| Beneflex Insurance Services LLC | Santa Barbara, CA | 1 | 2 | $42,264 |
| Joseph Phillips | Westlake Village, CA | 1 | 2 | $16,195 |
| David W White Inc. | San Ramon, CA | 1 | 2 | $9,031 |
| Joseph Ernest Domine | San Jose, CA | 2 | 2 | $13,395 |
| Joseph Gibson | San Francisco, CA | 1 | 2 | $10,112 |
| David Shenassa | Santa Monica, CA | 1 | 2 | $56,759 |
| Acrisure Of California Dba Ahern | San Diego, CA | 2 | 2 | $17,460 |
| Joseph Domine | San Jose, CA | 2 | 2 | $105,397 |
| Cesar A Torres | Mission Viejo, CA | 2 | 2 | $56 |
| Benefitscafe.Com | Montebello, CA | 2 | 2 | $70,136 |
| Joseph E Henchan Fin & Ins Svcs Inc | San Bernardino, CA | 1 | 2 | $712 |
| Joseph Michael Hoffman | Lake Elsinore, CA | 2 | 2 | $18,441 |
| Joshua S Baltor | Burlingame, CA | 1 | 2 | $935 |
| Alex Fernandez | Huntington Beach, CA | 1 | 2 | $157,671 |
| Ptw Insurance Services | Fresno, CA | 2 | 2 | $212,299 |
| David Roy Viacchio | San Luis Obispo, CA | 1 | 2 | $110 |
| Qbi, LLC | Woodland Hills, CA | 2 | 2 | $133 |
| Jorge O Limon | Whittier, CA | 2 | 2 | $639 |
| Jorge Valencia | Novato, CA | 2 | 2 | $218 |
| American Benefit & Compensation | San Francisco, CA | 1 | 2 | $3,776 |
| Jordan & Associates Retirement Serv | Santa Rosa, CA | 2 | 2 | n/a |
| Adrian Allen Fusi | Eureka, CA | 1 | 2 | $1,166 |
| American Alliance Insurance Br | Thousand Oaks, CA | 1 | 2 | $22,228 |
| David Parr | San Rafael, CA | 1 | 2 | $11,604 |
| Jordan & Associates | Santa Rosa, CA | 1 | 2 | n/a |
| Jose David Fragoso-Coyotl | Monrovia, CA | 2 | 2 | $29 |
| David O Christensen | Laguna Beach, CA | 2 | 2 | $5,696 |
| Benefits American Insurance Service | Newport Beach, CA | 1 | 2 | $88,980 |
| David Mark Rosales | Kingsburg, CA | 1 | 2 | $26 |
| Acrisure Of California Dba | Anaheim, CA | 2 | 2 | $28,820 |
| Jon P Bates Jr | Vallejo, CA | 1 | 2 | $99 |
| Cetera Advisor Networks Ins. Svcs. | El Segundo, CA | 1 | 2 | $30,289 |
| Alex Fernandez D/B/A Axis Insurance | Huntington Beach, CA | 1 | 2 | $2,635 |
| Apex Benefits Inc | San Jose, CA | 1 | 2 | $915,863 |
| Joseph Anthony Buzzello | Northridge, CA | 1 | 2 | $4 |
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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