Employee benefits brokers in California
5,317 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 |
|---|---|---|---|---|
| Jonathan T. Gilmour, Inc. | Glendale, CA | 1 | 1 | $29,615 |
| Jon Davis | San Diego, CA | 1 | 1 | $17 |
| Jones, Ivar N | San Francisco, CA | 1 | 1 | $-3 |
| Jon Lusin Insurance Agency LLC | Mission Viejo, CA | 1 | 1 | $1,715 |
| Jon P Bates | Vallejo, CA | 1 | 1 | $17 |
| Jordrew Ins Solutions Inc | San Diego, CA | 1 | 1 | $3,910 |
| Jose A Morales | Salinas, CA | 1 | 1 | $71 |
| Jose Antonio Perez | San Jose, CA | 1 | 1 | $1,234 |
| Jose Aragon | Tustin, CA | 1 | 1 | $520 |
| Jose M Romero | Corona, CA | 1 | 1 | $2,385 |
| Joseph Derthick | Norwalk, CA | 1 | 1 | $191 |
| Joseph E Henehan | San Bernardino, CA | 1 | 1 | $5,464 |
| Joseph E Henehan Financial And Ins | San Bernardino, CA | 1 | 1 | $35 |
| Joseph E Henehan Financial And Insu | San Bernardino, CA | 1 | 1 | $103,444 |
| Joseph Hoffman And Other Agents | Lake Elsinore, CA | 1 | 1 | $117 |
| Joseph Hughes | La Habra, CA | 1 | 1 | $49 |
| Joseph J. Fogel | San Francisco, CA | 1 | 1 | $231 |
| Joseph L. Agagon | Long Beach, CA | 1 | 1 | $137 |
| Joseph L Linville | Fresno, CA | 1 | 1 | $-1,532 |
| Joshua Baltor | Burlingame, CA | 1 | 1 | $134 |
| Joshua Mackinney | Camarillo, CA | 1 | 1 | $2 |
| Joshua Oronce | Newport Beach, CA | 1 | 1 | $5,024 |
| Joshua Steven Baltor | Burlingame, CA | 1 | 1 | $6 |
| Joy Heather Olivier | Livermore, CA | 1 | 1 | $9,802 |
| J. Smith | Los Angeles, CA | 1 | 1 | $10,123 |
| Juan Manuel Martinez | Inglewood, CA | 1 | 1 | $3,172 |
| Juan Martinez | Inglewood, CA | 1 | 1 | $961 |
| Juan Ramon Lopez | Rancho Santa Margarita, CA | 1 | 1 | $86 |
| Julia F Mello | Los Angeles, CA | 1 | 1 | $7 |
| Julia Mello | Los Angeles, CA | 1 | 1 | $6 |
| Julie A. Bruinsma | Los Angeles, CA | 1 | 1 | $3,730 |
| Julie Atkins | Pacific Palisades, CA | 1 | 1 | $29 |
| Julie Bruinsma | Los Angeles, CA | 1 | 1 | $4,245 |
| Julie Vogado | Seaside, CA | 1 | 1 | $357 |
| Julie W Jeffries | Roseville, CA | 1 | 1 | $35 |
| Julius Robert Botelho | Inyokern, CA | 1 | 1 | $894 |
| Jund Brain Edward | Ladera Ranch, CA | 1 | 1 | $56 |
| Justin Everett Souza | Santa Barbara, CA | 1 | 1 | $17 |
| Justin Johnson | San Diego, CA | 1 | 1 | $23 |
| Justin Lee Bumpus | Chino Hills, CA | 1 | 1 | $10,759 |
| Jwcib, Inc. Total | San Diego, CA | 1 | 1 | $161,730 |
| Kall Accountancy Corporation | West Covina, CA | 1 | 1 | n/a |
| Kamala J. Coburn And Various Agents | San Jose, CA | 1 | 1 | $223 |
| Kane, Anthony Edward | Mission Viejo, CA | 1 | 1 | $67 |
| Kanubhai R Patel | Diamond Bard, CA | 1 | 1 | $4,000 |
| Karen A Wilson | Paso Robles, CA | 1 | 1 | $42 |
| Karen Sue Preisser | Shasta, CA | 1 | 1 | $2,743 |
| Karen Sue Preisser Total | Shasta, CA | 1 | 1 | $2,231 |
| Karin Longhurst, Sbhu Life Agency | Los Angeles, CA | 1 | 1 | $11,037 |
| Karl J. Shafer | Port Hueneme, CA | 1 | 1 | $69 |
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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