Loading Unbrokered…
Loading Unbrokered…
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 |
|---|---|---|---|---|---|
| VEROS SOFTWARE, INC. | Insurance / Financial Services | Self-funded | 377 | 2024 | Disclosed |
| DODGE & COX | Insurance / Financial Services | Fully insured | 375 | 2025 | Disclosed |
| WOMEN OF MANUFACTURING & EMPOWERING NETWORK | Insurance / Financial Services | Self-funded | 371 | 2024 | Disclosed |
| PREMIER AMERICA CREDIT UNION | Insurance / Financial Services | Self-funded | 370 | 2025 | Disclosed |
| THE CHANGE COMPANY CDFI LLC | Insurance / Financial Services | Fully insured | 369 | 2025 | Disclosed |
| WEALTHFRONT CORPORATION | Insurance / Financial Services | Self-funded | 369 | 2025 | Disclosed |
| LENDSURE MORTGAGE CORP | Insurance / Financial Services | Self-funded | 368 | 2025 | Disclosed |
| EXCHANGE BANK | Insurance / Financial Services | Self-funded | 367 | 2025 | Disclosed |
| FARTHER FINANCE, INC. | Insurance / Financial Services | Self-funded | 364 | 2025 | Disclosed |
| CITADEL SERVICING CORPORATION | Insurance / Financial Services | Self-funded | 363 | 2025 | Disclosed |
| ALTURA CREDIT UNION | Insurance / Financial Services | Self-funded | 359 | 2025 | Disclosed |
| CTBC BANK CORP. (USA) | Insurance / Financial Services | Fully insured | 358 | 2024 | Disclosed |
| KAYNE ANDERSON CAPITAL ADVISORS, L.P. | Insurance / Financial Services | Self-funded | 357 | 2025 | Disclosed |
| ORANGE COUNTY'S CREDIT UNION | Insurance / Financial Services | Fully insured | 353 | 2024 | Disclosed |
| INTEGRATED SPECIALTY COVERAGES, LLC | Insurance / Financial Services | Fully insured | 352 | 2024 | Disclosed |
| CHEVRON FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 351 | 2025 | Disclosed |
| HIPPO EMPLOYEE SERVICES INC. | Insurance / Financial Services | Self-funded | 344 | 2024 | Disclosed |
| JAMES G. PARKER INSURANCE ASSOCIATES | Insurance / Financial Services | Self-funded | 343 | 2024 | Disclosed |
| HERITAGE BANK OF COMMERCE | Insurance / Financial Services | Self-funded | 340 | 2025 | Disclosed |
| TECHNOLOGY CREDIT UNION | Insurance / Financial Services | Self-funded | 338 | 2024 | Disclosed |
| TRISTAR INSURANCE GROUP | Insurance / Financial Services | Self-funded | 337 | 2025 | Disclosed |
| SUNWEST BANK | Insurance / Financial Services | Self-funded | 333 | 2025 | Disclosed |
| UNITED BUSINESS BANK | Insurance / Financial Services | Self-funded | 330 | 2024 | Disclosed |
| COMMUNITY WEST BANK | Insurance / Financial Services | Self-funded | 328 | 2025 | Disclosed |
| PROVIDENT FUNDING ASSOCIATES, LP | Insurance / Financial Services | Self-funded | 326 | 2025 | Disclosed |
| VELOCITY FINANCIAL, INC. | Insurance / Financial Services | Self-funded | 325 | 2024 | Disclosed |
| BANK OF THE SIERRA | Insurance / Financial Services | Fully insured | 323 | 2021 | Disclosed |
| UNIVERSAL CARE, INC. DBA BRAND NEW DAY | Insurance / Financial Services | Fully insured | 322 | 2022 | Disclosed |
| PREFERRED BANK | Insurance / Financial Services | Self-funded | 319 | 2024 | Disclosed |
| STRETTO, INC | Insurance / Financial Services | Self-funded | 317 | 2025 | Disclosed |
| VEROS CREDIT LLC | Insurance / Financial Services | Self-funded | 310 | 2025 | Disclosed |
| PROVIDENT CREDIT UNION | Insurance / Financial Services | Self-funded | 310 | 2025 | Disclosed |
| BANK OF MARIN | Insurance / Financial Services | Self-funded | 307 | 2025 | Disclosed |
| BLUEVINE | Insurance / Financial Services | Self-funded | 306 | 2022 | Disclosed |
| CALIFORNIA CASUALTY MANAGEMENT COMPANY | Insurance / Financial Services | Self-funded | 300 | 2025 | Disclosed |
| MAVERICK BANKCARD, INC. | Insurance / Financial Services | Fully insured | 297 | 2024 | Disclosed |
| ASPIRE GENERAL INSURANCE SERVICES LLC | Insurance / Financial Services | Fully insured | 297 | 2023 | Disclosed |
| EP WEALTH ADVISORS, LLC | Insurance / Financial Services | Self-funded | 293 | 2022 | Disclosed |
| BAY FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 293 | 2024 | Disclosed |
| VELOCITY COMMERCIAL CAPITAL, LLC | Insurance / Financial Services | Self-funded | 289 | 2023 | Disclosed |
| WHITTIER HOLDINGS, INC. | Insurance / Financial Services | Self-funded | 288 | 2025 | Disclosed |
| FIREFIGHTERS FIRST CREDIT UNION | Insurance / Financial Services | Self-funded | 288 | 2025 | Disclosed |
| FAIRSQUARE INC. WELFARE BENEFITS PLAN | Insurance / Financial Services | Self-funded | 286 | 2024 | Disclosed |
| COASTHILLS FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 286 | 2025 | Disclosed |
| CREDO SEMICONDUCTOR, INC. | Insurance / Financial Services | Self-funded | 283 | 2025 | Disclosed |
| FARALLON CAPITAL MANAGEMENT, LLC | Insurance / Financial Services | Self-funded | 283 | 2025 | Disclosed |
| FINANCIAL PARTNERS CREDIT UNION | Insurance / Financial Services | Fully insured | 283 | 2024 | Disclosed |
| B.S.D. CAPITAL, INC. | Insurance / Financial Services | Self-funded | 282 | 2025 | Disclosed |
| NEXERA HOLDING, LLC | Insurance / Financial Services | Fully insured | 281 | 2025 | Disclosed |
| DAVE OPERATING LLC | Insurance / Financial Services | Self-funded | 279 | 2025 | Disclosed |
| DIVCO WEST SERVICES, LLC | Insurance / Financial Services | Self-funded | 278 | 2025 | Disclosed |
| TJC REAL ESTATE TRANSACTION GROUP LLC | Insurance / Financial Services | Self-funded | 277 | 2025 | Disclosed |
| HOMEXPRESS MORTGAGE CORP. | Insurance / Financial Services | Self-funded | 275 | 2024 | Disclosed |
| FRONTWAVE CREDIT UNION | Insurance / Financial Services | Self-funded | 273 | 2025 | Disclosed |
| REDWOOD TRUST, INC. | Insurance / Financial Services | Self-funded | 271 | 2024 | Disclosed |
| MASON-MCDUFFIE MORTGAGE CORPORATION | Insurance / Financial Services | Fully insured | 269 | 2025 | Disclosed |
| BENEFICIAL STATE BANK, INC. | Insurance / Financial Services | Self-funded | 269 | 2024 | Disclosed |
| CONTACTABILITY-COM LLC DBA SMARTFINANCIAL | Insurance / Financial Services | Fully insured | 269 | 2024 | Disclosed |
| MONTECITO BANK & TRUST | Insurance / Financial Services | Self-funded | 267 | 2024 | Disclosed |
| NATIONAL FUNDING, INC. | Insurance / Financial Services | Self-funded | 266 | 2023 | Disclosed |
| WILSHIRE ADVISORS LLC | Insurance / Financial Services | Self-funded | 265 | 2025 | Disclosed |
| QUANATA, LLC | Insurance / Financial Services | Self-funded | 262 | 2025 | Disclosed |
| STAR ONE CREDIT UNION | Insurance / Financial Services | Self-funded | 262 | 2025 | Disclosed |
| AMERICAN BUSINESS BANK | Insurance / Financial Services | Self-funded | 258 | 2025 | Disclosed |
| PAYNEARME, INC. | Insurance / Financial Services | Self-funded | 257 | 2025 | Disclosed |
| ANCHOR LOANS, LP | Insurance / Financial Services | Fully insured | 257 | 2024 | Disclosed |
| COMMERCIAL BANK OF CALIFORNIA | Insurance / Financial Services | Self-funded | 256 | 2024 | Disclosed |
| POPPY BANK | Insurance / Financial Services | Self-funded | 253 | 2025 | Disclosed |
| WESTERN HEALTH ADVANTAGE | Insurance / Financial Services | Self-funded | 251 | 2025 | Disclosed |
| BETTER DEBT SOLUTIONS, LLC | Insurance / Financial Services | Self-funded | 251 | 2025 | Disclosed |
| OPEN BANK | Insurance / Financial Services | Self-funded | 250 | 2025 | Disclosed |
| WHITE OAK CREDIT SERVICES LLC | Insurance / Financial Services | Self-funded | 250 | 2023 | Disclosed |
| STANFORD FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 250 | 2025 | Disclosed |
| AQ SAGE PERSONNEL, LLC | Insurance / Financial Services | Self-funded | 248 | 2024 | Disclosed |
| CALIFORNIA DENTAL ASSOCIATION | Insurance / Financial Services | Self-funded | 248 | 2025 | Disclosed |
| PCB BANK | Insurance / Financial Services | Fully insured | 246 | 2025 | Disclosed |
| DIBUDUO & DEFENDIS | Insurance / Financial Services | Fully insured | 246 | 2024 | Disclosed |
| GREEN STREET ADVISORS, LLC | Insurance / Financial Services | Self-funded | 244 | 2025 | Disclosed |
| SAFEBUILT INSURANCE SERVICES, LLC | Insurance / Financial Services | Fully insured | 243 | 2021 | Disclosed |
| ARISTOTLE CAPITAL MANAGEMENT, LLC | Insurance / Financial Services | Self-funded | 241 | 2024 | Disclosed |
| CALPRIVATE BANK | Insurance / Financial Services | Self-funded | 240 | 2025 | Disclosed |
| ALKEME INTERMEDIARY HOLDINGS, LLC | Insurance / Financial Services | Self-funded | 240 | 2021 | Disclosed |
| ATHAS CAPITAL GROUP | Insurance / Financial Services | Fully insured | 239 | 2022 | Disclosed |
| YGRENE ENERGY FUND | Insurance / Financial Services | Self-funded | 239 | 2023 | Disclosed |
| ALTAONE FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 237 | 2025 | Disclosed |
| CV3 HOLDINGS LLC | Insurance / Financial Services | Self-funded | 236 | 2024 | Disclosed |
| OAK VALLEY COMMUNITY BANK | Insurance / Financial Services | Fully insured | 236 | 2025 | Disclosed |
| CV3 FINANCIAL SERVICES, LLC | Insurance / Financial Services | Self-funded | 236 | 2024 | Disclosed |
| COAST CENTRAL CREDIT UNION | Insurance / Financial Services | Self-funded | 235 | 2024 | Disclosed |
| EL DORADO SAVINGS BANK | Insurance / Financial Services | Fully insured | 233 | 2025 | Disclosed |
| FIVE STAR BANK | Insurance / Financial Services | Self-funded | 230 | 2025 | Disclosed |
| ASPIRIANT LLC | Insurance / Financial Services | Self-funded | 229 | 2024 | Disclosed |
| GENERATE CAPITAL, PBC | Insurance / Financial Services | Self-funded | 229 | 2025 | Disclosed |
| LUTHER BURBANK CORPORATION | Insurance / Financial Services | Fully insured | 229 | 2023 | Disclosed |
| DAVE INC. | Insurance / Financial Services | Self-funded | 228 | 2022 | Disclosed |
| CLEVER CARE HEALTH PLAN INC. | Insurance / Financial Services | Self-funded | 228 | 2025 | Disclosed |
| CALCON MUTUAL MORTGAGE LLC | Insurance / Financial Services | Self-funded | 226 | 2025 | Disclosed |
| SAN FRANCISCO FIRE CREDIT UNION | Insurance / Financial Services | Self-funded | 226 | 2023 | Disclosed |
| ACCLAMATION INSURANCE MANAGEMENT SERVICES, INC. | Insurance / Financial Services | Self-funded | 226 | 2025 | Disclosed |
| PATHWAY CAPITAL MANAGEMENT, LP | Insurance / Financial Services | Self-funded | 226 | 2024 | 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.