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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 |
|---|---|---|---|---|---|
| BOARD OF TRUSTEES, KERN COUNTY ELECTRICAL WORKERS | Insurance / Financial Services | Self-funded | 868 | 2024 | Disclosed |
| ASSETMARK FINANCIAL, INC. | Insurance / Financial Services | Self-funded | 867 | 2021 | Disclosed |
| LOGIX EMPLOYMENT SERVICES,INC. | Insurance / Financial Services | Self-funded | 863 | 2025 | Disclosed |
| FARMERS & MERCHANTS BANK OF LONG BEACH | Insurance / Financial Services | Self-funded | 855 | 2024 | Disclosed |
| INTERCARE HOLDINGS, INC. | Insurance / Financial Services | Self-funded | 852 | 2025 | Disclosed |
| ADYEN N.V. | Insurance / Financial Services | Self-funded | 842 | 2025 | Disclosed |
| OAK RIVER INSURANCE COMPANY | Insurance / Financial Services | Fully insured | 840 | 2025 | Disclosed |
| CREDIT UNIONS IN THE STATE OF CALIF SAN DIEGO CREDIT UNION | Insurance / Financial Services | Self-funded | 839 | 2025 | Disclosed |
| THE DOCTORS MANAGEMENT COMPANY | Insurance / Financial Services | Self-funded | 834 | 2025 | Disclosed |
| ICW GROUP HOLDINGS, INC. | Insurance / Financial Services | Self-funded | 829 | 2024 | Disclosed |
| SEQUOIA BENEFITS AND INSURANCE SERVICES, LLC | Insurance / Financial Services | Self-funded | 809 | 2025 | Disclosed |
| PATELCO CREDIT UNION | Insurance / Financial Services | Self-funded | 802 | 2025 | Disclosed |
| B. RILEY FINANCIAL, INC. | Insurance / Financial Services | Self-funded | 789 | 2025 | Disclosed |
| MOTHER LODE HOLDING CO. AND AFFILIATES | Insurance / Financial Services | Self-funded | 766 | 2024 | Disclosed |
| BREX, LLC | Insurance / Financial Services | Self-funded | 762 | 2025 | Disclosed |
| THE LIBERTY COMPANY INSURANCE BROKERS, LLC | Insurance / Financial Services | Self-funded | 735 | 2025 | Disclosed |
| BOARD OF TRUSTEES, ELECTRICAL WORKERS HEALTH & WELFARE | Insurance / Financial Services | Self-funded | 732 | 2024 | Disclosed |
| ALKEME INTERMEDIARY HOLDINGS, LLC | Insurance / Financial Services | Self-funded | 730 | 2025 | Disclosed |
| STEPSTONE GROUP, LP | Insurance / Financial Services | Self-funded | 723 | 2024 | Disclosed |
| FREMONT BANCORPORATION | Insurance / Financial Services | Self-funded | 722 | 2025 | Disclosed |
| WAWANESA GENERAL INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 708 | 2025 | Disclosed |
| WEDBUSH SECURITIES INC. | Insurance / Financial Services | Self-funded | 705 | 2024 | Disclosed |
| BAY EQUITY, LLC | Insurance / Financial Services | Self-funded | 685 | 2025 | Disclosed |
| KINECTA FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 675 | 2025 | Disclosed |
| NORTH BAY BUILDERS EXCHANGES, INC. | Insurance / Financial Services | Self-funded | 674 | 2024 | Disclosed |
| SMITH HEALTH, INC. | Insurance / Financial Services | Self-funded | 672 | 2025 | Disclosed |
| OPORTUN | Insurance / Financial Services | Self-funded | 669 | 2025 | Disclosed |
| ZENITH INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 666 | 2025 | Disclosed |
| LENDUS, LLC | Insurance / Financial Services | Self-funded | 664 | 2021 | Disclosed |
| TRAVIS CREDIT UNION | Insurance / Financial Services | Self-funded | 662 | 2025 | Disclosed |
| ABD INSURANCE AND FINANCIAL SERVICES, INC. | Insurance / Financial Services | Self-funded | 659 | 2025 | Disclosed |
| BANC OF CALIFORNIA, N.A. | Insurance / Financial Services | Fully insured | 656 | 2023 | Disclosed |
| MANUFACTURERS BANK | Insurance / Financial Services | Fully insured | 647 | 2024 | Disclosed |
| MISSION FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 643 | 2024 | Disclosed |
| SAFE CREDIT UNION | Insurance / Financial Services | Self-funded | 639 | 2025 | Disclosed |
| ORANGE COAST TITLE COMPANY | Insurance / Financial Services | Self-funded | 639 | 2023 | Disclosed |
| TCW LLC | Insurance / Financial Services | Self-funded | 613 | 2025 | Disclosed |
| ATHENS INSURANCE SERVICE, INC. | Insurance / Financial Services | Self-funded | 612 | 2025 | Disclosed |
| WOODRUFF-SAWYER AND COMPANY | Insurance / Financial Services | Self-funded | 612 | 2025 | Disclosed |
| BTIG, LLC | Insurance / Financial Services | Self-funded | 610 | 2025 | Disclosed |
| WESTAMERICA BANCORPORATION | Insurance / Financial Services | Self-funded | 602 | 2025 | Disclosed |
| HANMI BANK | Insurance / Financial Services | Self-funded | 601 | 2025 | Disclosed |
| EP WEALTH ADVISORS ADMIN, LLC | Insurance / Financial Services | Self-funded | 600 | 2025 | Disclosed |
| HEFFERNAN INSURANCE BROKERS | Insurance / Financial Services | Self-funded | 598 | 2025 | Disclosed |
| AMERICAN FINANCIAL NETWORK INC. | Insurance / Financial Services | Self-funded | 593 | 2024 | Disclosed |
| EDUCATIONAL EMPLOYEES CREDIT UNION | Insurance / Financial Services | Self-funded | 592 | 2025 | Disclosed |
| VALLEY STRONG CREDIT UNION | Insurance / Financial Services | Fully insured | 580 | 2025 | Disclosed |
| SUMMIT FUNDING, INC. | Insurance / Financial Services | Self-funded | 568 | 2024 | Disclosed |
| FIRST FOUNDATION INC. | Insurance / Financial Services | Self-funded | 567 | 2024 | Disclosed |
| BEACON POINTE ADVISORS LLC | Insurance / Financial Services | Self-funded | 561 | 2024 | Disclosed |
| KIND LENDING, LLC | Insurance / Financial Services | Self-funded | 561 | 2025 | Disclosed |
| BANK OF STOCKTON | Insurance / Financial Services | Self-funded | 560 | 2025 | Disclosed |
| BOARD OF TRUSTEES, B.A.C. LOCAL NO 3 HEALTH AND | Insurance / Financial Services | Self-funded | 552 | 2024 | Disclosed |
| OCMBC INC. | Insurance / Financial Services | Self-funded | 544 | 2024 | Disclosed |
| A16Z CAPITAL MANAGEMENT, L.L.C. | Insurance / Financial Services | Self-funded | 541 | 2025 | Disclosed |
| SYNERGY ONE LENDING, INC. DBA S1L | Insurance / Financial Services | Self-funded | 539 | 2024 | Disclosed |
| SEIU-USWW AND SAN DIEGO COUNTY EMPLOYERS TRUST FUND | Insurance / Financial Services | Self-funded | 535 | 2025 | Disclosed |
| K2 INSURANCE SERVICES, LLC | Insurance / Financial Services | Self-funded | 532 | 2025 | Disclosed |
| NUVISION FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 532 | 2024 | Disclosed |
| CALIFORNIA FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 531 | 2025 | Disclosed |
| WARNER PACIFIC INSURANCE SERVICES INC | Insurance / Financial Services | Self-funded | 522 | 2025 | Disclosed |
| SUNBIT, INC. | Insurance / Financial Services | Fully insured | 517 | 2024 | Disclosed |
| ARROWHEAD FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 517 | 2025 | Disclosed |
| WORD & BROWN INSURANCE ADMINISTRATORS, INC | Insurance / Financial Services | Self-funded | 516 | 2025 | Disclosed |
| CALIFORNIA COAST CREDIT UNION | Insurance / Financial Services | Self-funded | 515 | 2025 | Disclosed |
| COALITION, INC. | Insurance / Financial Services | Self-funded | 503 | 2025 | Disclosed |
| ALIGN FINANCIAL HOLDINGS, LLC | Insurance / Financial Services | Self-funded | 503 | 2022 | Disclosed |
| PATRA CORPORATION | Insurance / Financial Services | Fully insured | 502 | 2025 | Disclosed |
| NEXT INSURANCE, INC | Insurance / Financial Services | Self-funded | 493 | 2025 | Disclosed |
| ICONIQ CAPITAL, LLC | Insurance / Financial Services | Self-funded | 490 | 2025 | Disclosed |
| HANSEL ENTERPRISES, INC | Insurance / Financial Services | Fully insured | 487 | 2025 | Disclosed |
| JTC USA HOLDINGS INC | Insurance / Financial Services | Self-funded | 482 | 2025 | Disclosed |
| UNITED AUTO CREDIT CORPORATION | Insurance / Financial Services | Self-funded | 471 | 2022 | Disclosed |
| WESTERN ASSET MANAGEMENT COMPANY, LLC | Insurance / Financial Services | Self-funded | 470 | 2025 | Disclosed |
| CREDIT UNION OF SOUTHERN CALIFORNIA | Insurance / Financial Services | Self-funded | 463 | 2024 | Disclosed |
| CONTINENTAL CURRENCY SERVICES, INC. | Insurance / Financial Services | Self-funded | 451 | 2024 | Disclosed |
| PLAZA HOME MORTGAGE, INC. | Insurance / Financial Services | Self-funded | 448 | 2025 | Disclosed |
| CALIFORNIA CAPITAL INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 448 | 2025 | Disclosed |
| SAN DIEGO TRANSIT WORKERS LOCAL 1309 SECURITY FUND | Insurance / Financial Services | Self-funded | 443 | 2022 | Disclosed |
| BOARD OF TRUSTEES, REDWOOD EMPIRE ELECTRICAL WORKERS | Insurance / Financial Services | Self-funded | 442 | 2024 | Disclosed |
| ALLWORTH FINANCIAL | Insurance / Financial Services | Self-funded | 441 | 2025 | Disclosed |
| ZIPHQ, INC. | Insurance / Financial Services | Self-funded | 439 | 2025 | Disclosed |
| ASPIRE GENERAL HOLDING COMPANY LLC | Insurance / Financial Services | Fully insured | 438 | 2024 | Disclosed |
| VENBROOK GROUP, LLC | Insurance / Financial Services | Fully insured | 437 | 2024 | Disclosed |
| PROSPER MARKETPLACE, INC. | Insurance / Financial Services | Self-funded | 434 | 2024 | Disclosed |
| A.G.I.A., INC. | Insurance / Financial Services | Self-funded | 432 | 2025 | Disclosed |
| LIDO ADVISORS, LLC | Insurance / Financial Services | Self-funded | 427 | 2025 | Disclosed |
| BROWN & RIDING INSURANCE SERVICES, INC. | Insurance / Financial Services | Self-funded | 425 | 2024 | Disclosed |
| INTEGRATED SPECIALTY COVERAGES, LLC | Insurance / Financial Services | Fully insured | 413 | 2025 | Disclosed |
| EXPRESS SYSTEMS INC. | Insurance / Financial Services | Fully insured | 403 | 2026 | Disclosed |
| VOLEON CAPITAL MANAGEMENT LP | Insurance / Financial Services | Self-funded | 402 | 2025 | Disclosed |
| PROPEL NETWORK, LLC | Insurance / Financial Services | Self-funded | 400 | 2022 | Disclosed |
| COMMUNITY HEALTH GROUP | Insurance / Financial Services | Self-funded | 395 | 2024 | Disclosed |
| GUIDELINE, INC. | Insurance / Financial Services | Fully insured | 394 | 2024 | Disclosed |
| INTERWEST INSURANCE SERVICES, LLC | Insurance / Financial Services | Self-funded | 394 | 2025 | Disclosed |
| GOLDEN EMPIRE MORTGAGE, INC. | Insurance / Financial Services | Self-funded | 393 | 2024 | Disclosed |
| TRANS-WEST SECURITY SERVICES, INC. | Insurance / Financial Services | Fully insured | 383 | 2025 | Disclosed |
| COMMUNITY PARTNERS | Insurance / Financial Services | Self-funded | 381 | 2024 | Disclosed |
| FIGURE TECHNOLOGIES, INC. | Insurance / Financial Services | Self-funded | 380 | 2024 | Disclosed |
| FARMERS AND MERCHANTS BANK OF CENTRAL CALIFORNIA | Insurance / Financial Services | Self-funded | 379 | 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.