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58 insurance / financial services employers in Arizona have substantive broker records on their Form 5500 filings. Median disclosed broker cost in this group runs about $23 per participant per month. Open any company to see its broker of record, disclosed compensation, and benefit lines — or step back to all Arizona employers.
| Company | Industry | Plan type | Participants | Latest filing | Broker comp |
|---|---|---|---|---|---|
| WESTERN ALLIANCE BANK | Insurance / Financial Services | Self-funded | 3.6K | 2025 | Disclosed |
| ARIZONA OPERATING ENGINEERS' HEALTH AND WELFARE TRUST FUND | Insurance / Financial Services | Self-funded | 1.5K | 2024 | Disclosed |
| DESERT FINANCIAL CREDIT UNION | Insurance / Financial Services | Self-funded | 1.4K | 2025 | Disclosed |
| RISE48 AM, LLC | Insurance / Financial Services | Self-funded | 1K | 2025 | Disclosed |
| PIONEER TITLE AGENCY | Insurance / Financial Services | Self-funded | 821 | 2024 | Disclosed |
| BOARD OF TRUSTEES LABORERS AND OP ENGINEERS AGREEMENT H&W TRUST FUND | Insurance / Financial Services | Self-funded | 768 | 2024 | Disclosed |
| COPPERPOINT INSURANCE COMPANIES | Insurance / Financial Services | Self-funded | 736 | 2025 | Disclosed |
| ARIZONA FINANCIAL CREDIT UNION BENEFIT PLAN | Insurance / Financial Services | Self-funded | 658 | 2025 | Disclosed |
| ONEAZ CREDIT UNION | Insurance / Financial Services | Self-funded | 588 | 2025 | Disclosed |
| NUVEI TECHNOLOGIES, INC. | Insurance / Financial Services | Self-funded | 559 | 2025 | Disclosed |
| VANTAGE WEST CREDIT UNION | Insurance / Financial Services | Self-funded | 495 | 2025 | Disclosed |
| V.I.P. MORTGAGE, INC. | Insurance / Financial Services | Self-funded | 490 | 2025 | Disclosed |
| UNITED CLAIM SOLUTIONS, LLC | Insurance / Financial Services | Self-funded | 469 | 2025 | Disclosed |
| THE LOAN STORE, INC | Insurance / Financial Services | Fully insured | 467 | 2025 | Disclosed |
| BOARD OF TRUSTEES PHOENIX PAINTING INDUSTRY HEALTH AND WELFARE TR FUND | Insurance / Financial Services | Self-funded | 465 | 2025 | Disclosed |
| NEXA MORTGAGE | Insurance / Financial Services | Self-funded | 433 | 2025 | Disclosed |
| ACCUMEN INC. | Insurance / Financial Services | Self-funded | 416 | 2024 | Disclosed |
| CHAMPIONS FUNDING, LLC | Insurance / Financial Services | Self-funded | 415 | 2025 | Disclosed |
| SOUTHWEST STAGE FUNDING | Insurance / Financial Services | Fully insured | 411 | 2025 | Disclosed |
| BARRETT FINANCIAL GROUP, LLC | Insurance / Financial Services | Fully insured | 364 | 2025 | Disclosed |
| HUGHES FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 311 | 2025 | Disclosed |
| CNA NATIONAL WARRANTY CORPORATION | Insurance / Financial Services | Self-funded | 306 | 2025 | Disclosed |
| MORIA DEVELOPMENT INC | Insurance / Financial Services | Self-funded | 283 | 2025 | Disclosed |
| TRUWEST CREDIT UNION | Insurance / Financial Services | Fully insured | 276 | 2025 | Disclosed |
| ROGERS BENEFIT GROUP, INC. | Insurance / Financial Services | Self-funded | 266 | 2022 | Disclosed |
| CREDIT UNION WEST | Insurance / Financial Services | Self-funded | 256 | 2025 | Disclosed |
| COPPER STATE CREDIT UNION | Insurance / Financial Services | Fully insured | 253 | 2025 | Disclosed |
| HOMEOWNERS FINANCIAL GROUP USA, LLC | Insurance / Financial Services | Self-funded | 248 | 2024 | Disclosed |
| CREST INSURANCE GROUP, LLC | Insurance / Financial Services | Self-funded | 247 | 2024 | Disclosed |
| DAVIS SELECTED ADVISERS, L.P. | Insurance / Financial Services | Self-funded | 245 | 2025 | Disclosed |
| SOUTHWESTERN FINANCIAL CORPORATION DBA THE MAHONEY GROUP | Insurance / Financial Services | Self-funded | 238 | 2025 | Disclosed |
| YOURPEOPLE INC. | Insurance / Financial Services | Self-funded | 233 | 2022 | Disclosed |
| GENEVA FINANCIAL, LLC | Insurance / Financial Services | Fully insured | 214 | 2025 | Disclosed |
| PIMA FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 193 | 2025 | Disclosed |
| LOVITT & TOUCHE INC | Insurance / Financial Services | Fully insured | 191 | 2025 | Disclosed |
| GI MANAGER L.P. | Insurance / Financial Services | Self-funded | 189 | 2025 | Disclosed |
| BRIGHTSIDE BENEFIT INC. | Insurance / Financial Services | Fully insured | 185 | 2024 | Disclosed |
| MEMOIR, INC. DBA CHAPTER | Insurance / Financial Services | Self-funded | 183 | 2025 | Disclosed |
| ARIZONA CENTRAL CREDIT UNION | Insurance / Financial Services | Self-funded | 177 | 2025 | Disclosed |
| BEYOND RISK MANAGEMENT, INC. | Insurance / Financial Services | Self-funded | 164 | 2024 | Disclosed |
| SAGICOR LIFE INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 154 | 2025 | Disclosed |
| CONCORD SOFTWARE LEASING CORPORATION | Insurance / Financial Services | Self-funded | 150 | 2025 | Disclosed |
| ALTITUDE FINANCIAL CORPORATION | Insurance / Financial Services | Fully insured | 143 | 2021 | Disclosed |
| ARIZONA DENTAL INSURANCE SERVICE, INC. | Insurance / Financial Services | Self-funded | 143 | 2025 | Disclosed |
| ADVANCED MEDICAL PRICING SOLUTIONS | Insurance / Financial Services | Fully insured | 137 | 2025 | Disclosed |
| COMMONWEALTH CASUALTY COMPANY | Insurance / Financial Services | Fully insured | 134 | 2024 | Disclosed |
| CORNERSTONE ADVISORS OF ARIZONA, LLC | Insurance / Financial Services | Fully insured | 134 | 2024 | Disclosed |
| TUCSON FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 129 | 2025 | Disclosed |
| BANKER INDUSTRIES | Insurance / Financial Services | Fully insured | 128 | 2024 | Disclosed |
| FIRST CREDIT UNION | Insurance / Financial Services | Fully insured | 122 | 2024 | Disclosed |
| ASPEN GROUP INC | Insurance / Financial Services | Fully insured | 118 | 2025 | Disclosed |
| FIRST FINANCIAL EQUITY CORPORATION | Insurance / Financial Services | Self-funded | 113 | 2021 | Disclosed |
| ENVITA HEALTH MANAGEMENT | Insurance / Financial Services | Fully insured | 106 | 2025 | Disclosed |
| SUN WEST FEDERAL CREDIT UNION | Insurance / Financial Services | Fully insured | 105 | 2025 | Disclosed |
| TCI WEALTH ADVISORS, INC. | Insurance / Financial Services | Self-funded | 102 | 2025 | Disclosed |
| WTI, INC. | Insurance / Financial Services | Fully insured | 38 | 2021 | Disclosed |
| AMERIFIRST FINANCIAL, INC HEALTH & WELFARE BENEFIT PLAN | Insurance / Financial Services | Fully insured | 10 | 2023 | Disclosed |
| EQUITY FUND ADVISORS, LLC | Insurance / Financial Services | Self-funded | — | 2021 | Disclosed |
Sourced from Form 5500 filings as submitted to the U.S. Department of Labor. Dataset refreshed October 7, 2026. Plan years are labeled by the year they begin, so a July 2024 – June 2025 plan year is 2024. Filings may lag 12–18 months behind the current plan year.