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523 insurance / financial services employers in California have substantive broker records on their Form 5500 filings. Median disclosed broker cost in this group runs about $35 per participant per month. Open any company to see its broker of record, disclosed compensation, and benefit lines — or step back to all California employers.
| Company | Industry | Plan type | Participants | Latest filing | Broker comp |
|---|---|---|---|---|---|
| TECH BENEFITS PROGRAM | Insurance / Financial Services | Self-funded | 59K | 2024 | Disclosed |
| BOARD OF TRUSTEES, HEALTH CARE EMPLOYEES/EMPLOYER | Insurance / Financial Services | Self-funded | 27K | 2024 | Disclosed |
| RETA TRUST | Insurance / Financial Services | Self-funded | 24K | 2024 | Disclosed |
| UNITED AGRIBUSINESS LEAGUE | Insurance / Financial Services | Self-funded | 21K | 2024 | Disclosed |
| WESTERN GROWERS ASSURANCE TRUST | Insurance / Financial Services | Self-funded | 19K | 2024 | Disclosed |
| FARMERS GROUP, INC. | Insurance / Financial Services | Self-funded | 18K | 2024 | Disclosed |
| BOARD OF TRUSTEES, NORTHWEST CARPENTERS HEALTH AND SECURITY PLAN | Insurance / Financial Services | Self-funded | 14K | 2024 | Disclosed |
| VISA INC. | Insurance / Financial Services | Self-funded | 13K | 2025 | Disclosed |
| NEW YORK TECH BENEFITS PROGRAM | Insurance / Financial Services | Self-funded | 12K | 2023 | Disclosed |
| LPL FINANCIAL, LLC | Insurance / Financial Services | Self-funded | 9.5K | 2025 | Disclosed |
| THE CAPITAL GROUP COMPANIES, INC. | Insurance / Financial Services | Self-funded | 9.3K | 2025 | Disclosed |
| TRUSTEES WRITERS' GUILD - INDUSTRY HEALTH FUND | Insurance / Financial Services | Self-funded | 9K | 2024 | Disclosed |
| ALLIANT INSURANCE SERVICES, INC. | Insurance / Financial Services | Self-funded | 7.7K | 2024 | Disclosed |
| BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA - | Insurance / Financial Services | Self-funded | 7.2K | 2024 | Disclosed |
| FARMERS AGENTS GROUP BENEFITS PROGRAM | Insurance / Financial Services | Fully insured | 6.5K | 2025 | Disclosed |
| CITY NATIONAL BANK | Insurance / Financial Services | Self-funded | 6.2K | 2024 | Disclosed |
| CALIFORNIA PHYSICIANS SERVICE & SUBSIDIARIES | Insurance / Financial Services | Self-funded | 6.1K | 2025 | Disclosed |
| STRIPE, INC | Insurance / Financial Services | Self-funded | 5.7K | 2025 | Disclosed |
| VISION SERVICE PLAN | Insurance / Financial Services | Self-funded | 5.5K | 2024 | Disclosed |
| AMERICAN AUTOMOBILE ASSOCIATION OF NORTHERN CALIFORNIA, NEVADA & UTAH | Insurance / Financial Services | Self-funded | 5.1K | 2024 | Disclosed |
| SOCIAL FINANCE, INC. | Insurance / Financial Services | Self-funded | 5K | 2025 | Disclosed |
| GUILD MORTGAGE COMPANY LLC | Insurance / Financial Services | Self-funded | 4.8K | 2025 | Disclosed |
| PRIVATE NATIONAL MORTGAGE ACCEPTANCE COMPANY LLC | Insurance / Financial Services | Self-funded | 4.8K | 2025 | Disclosed |
| LOANDEPOT. COM, LLC | Insurance / Financial Services | Self-funded | 4.7K | 2025 | Disclosed |
| DEEL PEO, LLC | Insurance / Financial Services | Fully insured | 4.6K | 2025 | Disclosed |
| FRANKLIN RESOURCES, INC. | Insurance / Financial Services | Self-funded | 4.5K | 2025 | Disclosed |
| MERCURY INSURANCE SERVICES, LLC | Insurance / Financial Services | Self-funded | 4.2K | 2025 | Disclosed |
| CONFIE HOLDING II CO | Insurance / Financial Services | Self-funded | 4.1K | 2025 | Disclosed |
| CMG FINANCIAL SERVICES | Insurance / Financial Services | Self-funded | 4.1K | 2025 | Disclosed |
| CSAA INSURANCE SERVICES, INC. | Insurance / Financial Services | Self-funded | 4K | 2024 | Disclosed |
| PACIFIC LIFE INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 3.5K | 2024 | Disclosed |
| NEW AMERICAN FUNDING, LLC | Insurance / Financial Services | Self-funded | 3.3K | 2025 | Disclosed |
| DELTA DENTAL OF CALIFORNIA | Insurance / Financial Services | Self-funded | 3.2K | 2024 | Disclosed |
| CETERA FINANCIAL GROUP, INC. | Insurance / Financial Services | Self-funded | 3K | 2025 | Disclosed |
| EAST WEST BANK | Insurance / Financial Services | Self-funded | 2.9K | 2024 | Disclosed |
| CARRINGTON HOLDING COMPANY, LLC & AFFILIATES | Insurance / Financial Services | Self-funded | 2.6K | 2025 | Disclosed |
| ROBERT F KENNEDY FARM WORKERS | Insurance / Financial Services | Self-funded | 2.5K | 2024 | Disclosed |
| COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA | Insurance / Financial Services | Self-funded | 2.5K | 2025 | Disclosed |
| ROBINHOOD MARKETS, INC. | Insurance / Financial Services | Self-funded | 2.4K | 2025 | Disclosed |
| BOARD OF TRUSTEES OF THE PRODUCERS' HEALTH BENEFITS PLAN | Insurance / Financial Services | Self-funded | 2.4K | 2024 | Disclosed |
| PACWEST BANCORP, INC. | Insurance / Financial Services | Self-funded | 2.4K | 2023 | Disclosed |
| THE GOLDEN 1 CREDIT UNION | Insurance / Financial Services | Self-funded | 2.3K | 2025 | Disclosed |
| FREEDOM FINANCIAL NETWORK, LLC | Insurance / Financial Services | Self-funded | 2.3K | 2025 | Disclosed |
| ARES MANAGEMENT LLC | Insurance / Financial Services | Self-funded | 2.2K | 2025 | Disclosed |
| AMERICAN PACIFIC MORTGAGE | Insurance / Financial Services | Self-funded | 2.2K | 2025 | Disclosed |
| ALLIANZ ASSET MANAGEMENT OF AMERICA L.P. | Insurance / Financial Services | Self-funded | 2.2K | 2021 | Disclosed |
| PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | Insurance / Financial Services | Self-funded | 2.2K | 2024 | Disclosed |
| FREEDOM FINANCIAL NETWORK, LLC | Insurance / Financial Services | Self-funded | 2.1K | 2023 | Disclosed |
| AXOS FINANCIAL, INC. | Insurance / Financial Services | Self-funded | 2.1K | 2024 | Disclosed |
| SCAN GROUP | Insurance / Financial Services | Self-funded | 2K | 2025 | Disclosed |
| ASSOCIATED BUILDERS & CONTRACTORS OF SOUTHERN CALIFORNIA BENEFIT TRUST | Insurance / Financial Services | Self-funded | 2K | 2024 | Disclosed |
| TRAFFIC MANAGEMENT, INC. | Insurance / Financial Services | Self-funded | 2K | 2025 | Disclosed |
| AUTOMOTIVE BENEFIT ASSOCIATION | Insurance / Financial Services | Self-funded | 1.9K | 2024 | Disclosed |
| BANC OF CALIFORNIA, INC. | Insurance / Financial Services | Self-funded | 1.9K | 2025 | Disclosed |
| CALIFORNIA LIFE SCIENCES ASSN. BENEFITS ADVANTAGE TRUST | Insurance / Financial Services | Self-funded | 1.9K | 2021 | Disclosed |
| CU COOPERATIVE SYSTEMS INC. | Insurance / Financial Services | Self-funded | 1.9K | 2024 | Disclosed |
| IBEW WESTERN UTILITIES HEALTH AND WELFARE TRUST FUND | Insurance / Financial Services | Self-funded | 1.8K | 2024 | Disclosed |
| ALIGNMENT HEALTHCARE USA, LLC | Insurance / Financial Services | Self-funded | 1.8K | 2025 | Disclosed |
| ARES MANAGEMENT LLC | Insurance / Financial Services | Self-funded | 1.7K | 2022 | Disclosed |
| HOULIHAN LOKEY, INC. | Insurance / Financial Services | Self-funded | 1.7K | 2025 | Disclosed |
| HYUNDAI CAPITAL AMERICA | Insurance / Financial Services | Self-funded | 1.7K | 2025 | Disclosed |
| AMERICAN SPECIALTY HEALTH INCORPORATED | Insurance / Financial Services | Self-funded | 1.7K | 2025 | Disclosed |
| ASSOCIATED BUILDERS AND CONTRACTORS OF SAN DIEGO, INC. | Insurance / Financial Services | Self-funded | 1.6K | 2024 | Disclosed |
| UPGRADE, INC | Insurance / Financial Services | Self-funded | 1.6K | 2025 | Disclosed |
| AMERICAN ADVISORS GROUP | Insurance / Financial Services | Self-funded | 1.6K | 2023 | Disclosed |
| TRUSTEES OF THE AGC OF AMERICA SD CHAPTER INC - HEALTH & WELFARE | Insurance / Financial Services | Self-funded | 1.6K | 2024 | Disclosed |
| CREDIT KARMA, LLC | Insurance / Financial Services | Self-funded | 1.5K | 2025 | Disclosed |
| BLACKHAWK NETWORK, INC. | Insurance / Financial Services | Self-funded | 1.5K | 2025 | Disclosed |
| PEG LION, LLC | Insurance / Financial Services | Self-funded | 1.5K | 2024 | Disclosed |
| MUTUAL OF OMAHA MORTGAGE | Insurance / Financial Services | Self-funded | 1.5K | 2025 | Disclosed |
| CHIME FINANCIAL | Insurance / Financial Services | Self-funded | 1.5K | 2025 | Disclosed |
| MIDLAND CREDIT MANAGEMENT, INC. AND ITS SUBSIDIARIES | Insurance / Financial Services | Self-funded | 1.5K | 2024 | Disclosed |
| BANK OF HOPE | Insurance / Financial Services | Self-funded | 1.4K | 2025 | Disclosed |
| MECHANICS BANK | Insurance / Financial Services | Self-funded | 1.4K | 2024 | Disclosed |
| WILLISTON FINANCIAL GROUP, LLC | Insurance / Financial Services | Self-funded | 1.4K | 2025 | Disclosed |
| UNITED GROUP INSURANCE TRUST | Insurance / Financial Services | Self-funded | 1.4K | 2023 | Disclosed |
| PARADIGM ACQUISITION CORPORATION | Insurance / Financial Services | Self-funded | 1.4K | 2025 | Disclosed |
| DANDELION PAYMENTS, INC. DBA RIA MONEY TRANSFER | Insurance / Financial Services | Self-funded | 1.4K | 2025 | Disclosed |
| THE ACT 1 GROUP, INC. | Insurance / Financial Services | Self-funded | 1.4K | 2024 | Disclosed |
| UPSTART NETWORK, INC. | Insurance / Financial Services | Self-funded | 1.4K | 2025 | Disclosed |
| PACIFIC PREMIER BANK | Insurance / Financial Services | Self-funded | 1.3K | 2025 | Disclosed |
| ASSOCIATED BUILDERS AND CONTRACTORS NORTHERN CALIFORNIA CHAPTER | Insurance / Financial Services | Self-funded | 1.3K | 2024 | Disclosed |
| PARAMOUNT RESIDENTIAL MORTGAGE GROUP | Insurance / Financial Services | Fully insured | 1.3K | 2024 | Disclosed |
| LOCAL 306 THEAT.EMPLOY.HEALTH FUND C/O BENEFIT PLANS, INC. | Insurance / Financial Services | Self-funded | 1.2K | 2024 | Disclosed |
| LYRA CLINICAL ASSOCIATES P.C. | Insurance / Financial Services | Self-funded | 1.2K | 2024 | Disclosed |
| GOODLEAP, LLC | Insurance / Financial Services | Self-funded | 1.2K | 2024 | Disclosed |
| CATHAY BANK | Insurance / Financial Services | Self-funded | 1.2K | 2025 | Disclosed |
| CALIFORNIA METALS COALITION | Insurance / Financial Services | Self-funded | 1.2K | 2025 | Disclosed |
| HEALTHCOMP LLC | Insurance / Financial Services | Self-funded | 1.2K | 2024 | Disclosed |
| TRI COUNTIES BANK | Insurance / Financial Services | Self-funded | 1.1K | 2025 | Disclosed |
| ASSETMARK FINANCIAL HOLDINGS, INC. | Insurance / Financial Services | Self-funded | 1.1K | 2025 | Disclosed |
| BREX, INC. | Insurance / Financial Services | Self-funded | 1.1K | 2024 | Disclosed |
| LENDINGCLUB CORPORATION | Insurance / Financial Services | Self-funded | 1K | 2024 | Disclosed |
| CITIZENS BUSINESS BANK, N.A. | Insurance / Financial Services | Self-funded | 1K | 2025 | Disclosed |
| REDWOOD CREDIT UNION | Insurance / Financial Services | Self-funded | 991 | 2024 | Disclosed |
| LIBERTY DENTAL PLAN CORPORATION | Insurance / Financial Services | Self-funded | 988 | 2025 | Disclosed |
| LENDINGCLUB BANK NATIONAL ASSOCIATION | Insurance / Financial Services | Self-funded | 960 | 2024 | Disclosed |
| CONSUMER PORTFOLIO SERVICES, INC. | Insurance / Financial Services | Self-funded | 946 | 2024 | Disclosed |
| WEEE! INC | Insurance / Financial Services | Self-funded | 893 | 2025 | Disclosed |
| DATA ANALYSIS INC | Insurance / Financial Services | Self-funded | 875 | 2025 | 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.