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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 |
|---|---|---|---|---|---|
| MERIWEST CREDIT UNION | Insurance / Financial Services | Self-funded | 224 | 2025 | Disclosed |
| AMERICAN HERITAGE LENDING, LLC | Insurance / Financial Services | Fully insured | 222 | 2025 | Disclosed |
| HOMETOWN EQUITY MORTGAGE, LLC | Insurance / Financial Services | Fully insured | 222 | 2021 | Disclosed |
| AT-BAY, INC. | Insurance / Financial Services | Self-funded | 222 | 2025 | Disclosed |
| WEST COAST COMMUNITY BANK | Insurance / Financial Services | Fully insured | 219 | 2025 | Disclosed |
| ROTH CAPITAL PARTNERS, LLC | Insurance / Financial Services | Self-funded | 219 | 2025 | Disclosed |
| MONTERRA CREDIT UNION | Insurance / Financial Services | Self-funded | 219 | 2025 | Disclosed |
| GEORGE PETERSEN INSURANCE AGENCY, INC. | Insurance / Financial Services | Self-funded | 219 | 2026 | Disclosed |
| CLIFFWATER LLC | Insurance / Financial Services | Fully insured | 217 | 2025 | Disclosed |
| SIGUE CORPORATION | Insurance / Financial Services | Self-funded | 217 | 2022 | Disclosed |
| SIERRA CENTRAL CREDIT UNION | Insurance / Financial Services | Self-funded | 216 | 2025 | Disclosed |
| SURPLUS LINE ASSOCIATION OF CALIFORNIA | Insurance / Financial Services | Self-funded | 214 | 2025 | Disclosed |
| LBS FINANCIAL CREDIT UNION | Insurance / Financial Services | Fully insured | 214 | 2024 | Disclosed |
| HOMEGUARD INCORPORATED | Insurance / Financial Services | Fully insured | 211 | 2024 | Disclosed |
| STANDISH MANAGEMENT, LLC | Insurance / Financial Services | Self-funded | 208 | 2023 | Disclosed |
| FIRST ENTERTAINMENT CREDIT UNION | Insurance / Financial Services | Self-funded | 207 | 2025 | Disclosed |
| GEOZONING, INC. | Insurance / Financial Services | Fully insured | 205 | 2024 | Disclosed |
| F2TPS, LLC | Insurance / Financial Services | Self-funded | 205 | 2024 | Disclosed |
| VENTURA COUNTY CREDIT UNION | Insurance / Financial Services | Self-funded | 203 | 2025 | Disclosed |
| GENERATE CAPITAL | Insurance / Financial Services | Self-funded | 200 | 2022 | Disclosed |
| FRESNO COUNTY CREDIT UNION | Insurance / Financial Services | Self-funded | 200 | 2025 | Disclosed |
| ARCEO LABS, INC. | Insurance / Financial Services | Self-funded | 199 | 2025 | Disclosed |
| EK HEALTH SERVICES, INC. | Insurance / Financial Services | Self-funded | 198 | 2025 | Disclosed |
| CALLAN LLC | Insurance / Financial Services | Self-funded | 197 | 2025 | Disclosed |
| ALLIANCE MEMBER SERVICES, INC. | Insurance / Financial Services | Self-funded | 196 | 2025 | Disclosed |
| MARSHALL & STEVENS INC. | Insurance / Financial Services | Self-funded | 196 | 2025 | Disclosed |
| FIRST NORTHERN BANK | Insurance / Financial Services | Self-funded | 196 | 2025 | Disclosed |
| ANCHOR GENERAL INSURANCE AGENCY INC. | Insurance / Financial Services | Fully insured | 195 | 2024 | Disclosed |
| LARKIN BENEFIT ADMINISTRATORS | Insurance / Financial Services | Self-funded | 193 | 2025 | Disclosed |
| SEQUOIA CAPITAL OPERATIONS, LLC | Insurance / Financial Services | Self-funded | 192 | 2024 | Disclosed |
| CASTLE MORTGAGE CORPORATION | Insurance / Financial Services | Fully insured | 191 | 2022 | Disclosed |
| PAYDEN & RYGEL | Insurance / Financial Services | Fully insured | 189 | 2025 | Disclosed |
| CRESCENT CAPITAL GROUP LP | Insurance / Financial Services | Self-funded | 188 | 2025 | Disclosed |
| BANK OF SOUTHERN CALIFORNIA, N.A. | Insurance / Financial Services | Self-funded | 188 | 2024 | Disclosed |
| PURE FINANCIAL ADVISORS, LLC | Insurance / Financial Services | Self-funded | 188 | 2025 | Disclosed |
| ANDREINI & COMPANY | Insurance / Financial Services | Self-funded | 188 | 2022 | Disclosed |
| ASTIVA HEALTH, INC. | Insurance / Financial Services | Self-funded | 187 | 2025 | Disclosed |
| LOBEL FINANCIAL CORPORATION | Insurance / Financial Services | Fully insured | 187 | 2024 | Disclosed |
| BETA HEALTHCARE GROUP | Insurance / Financial Services | Self-funded | 186 | 2025 | Disclosed |
| RINGLER ASSOCIATES INCORPORATED | Insurance / Financial Services | Fully insured | 185 | 2021 | Disclosed |
| SESLOC CREDIT UNION | Insurance / Financial Services | Self-funded | 185 | 2025 | Disclosed |
| PROVIDENT SAVINGS BANK | Insurance / Financial Services | Self-funded | 185 | 2025 | Disclosed |
| THE MCGRAW GROUP OF AFFILIATED COMPANIES | Insurance / Financial Services | Self-funded | 184 | 2024 | Disclosed |
| KEYPOINT CREDIT UNION | Insurance / Financial Services | Self-funded | 184 | 2025 | Disclosed |
| WHITE OAK GLOBAL ADVISORS, LLC | Insurance / Financial Services | Self-funded | 182 | 2025 | Disclosed |
| RESIDENTIAL WHOLESALE MORTGAGE, INC | Insurance / Financial Services | Fully insured | 181 | 2024 | Disclosed |
| LIFECARE ASSURANCE COMPANY | Insurance / Financial Services | Self-funded | 181 | 2025 | Disclosed |
| CLEARLAKE CAPITAL GROUP, L.P. | Insurance / Financial Services | Fully insured | 180 | 2025 | Disclosed |
| RIZE CREDIT UNION | Insurance / Financial Services | Self-funded | 179 | 2025 | Disclosed |
| COOPERATIVE OF AMERICAN PHYSICIANS, INC. | Insurance / Financial Services | Self-funded | 177 | 2024 | Disclosed |
| BEACH POINT CAPITAL MANAGEMENT LP | Insurance / Financial Services | Fully insured | 176 | 2025 | Disclosed |
| COMMONWEALTH BUSINESS BANK | Insurance / Financial Services | Self-funded | 173 | 2022 | Disclosed |
| INPUT 1, LLC | Insurance / Financial Services | Fully insured | 173 | 2024 | Disclosed |
| VALLEY FIRST CREDIT UNION | Insurance / Financial Services | Self-funded | 169 | 2025 | Disclosed |
| MURCOR, INC. | Insurance / Financial Services | Self-funded | 169 | 2025 | Disclosed |
| SAVINGS BANK OF MENDOCINO COUNTY | Insurance / Financial Services | Self-funded | 168 | 2025 | Disclosed |
| GRYPHON ADVISORS, LLC | Insurance / Financial Services | Self-funded | 168 | 2025 | Disclosed |
| CALIFORNIA FAIR PLAN ASSOCIATION | Insurance / Financial Services | Fully insured | 168 | 2025 | Disclosed |
| WORKERS COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA | Insurance / Financial Services | Self-funded | 167 | 2025 | Disclosed |
| COMMUNITY FIRST CREDIT UNION | Insurance / Financial Services | Fully insured | 167 | 2025 | Disclosed |
| SOUTHLAND CREDIT UNION | Insurance / Financial Services | Self-funded | 167 | 2024 | Disclosed |
| AMERICAN RECOVERY SERVICE INCORPORATED | Insurance / Financial Services | Fully insured | 167 | 2022 | Disclosed |
| GENESIS CAPITAL, LLC | Insurance / Financial Services | Self-funded | 165 | 2023 | Disclosed |
| HALL CAPITAL PARTNERS LLC | Insurance / Financial Services | Fully insured | 165 | 2025 | Disclosed |
| FFB BANCORP | Insurance / Financial Services | Fully insured | 164 | 2024 | Disclosed |
| LOS ANGELES POLICE FEDERAL CREDIT UNION | Insurance / Financial Services | Fully insured | 164 | 2025 | Disclosed |
| HONDA FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 164 | 2024 | Disclosed |
| MOUNTAIN WEST FINANCIAL, INC. | Insurance / Financial Services | Fully insured | 163 | 2023 | Disclosed |
| TRILOGY FINANCIAL SERVICES, INC. | Insurance / Financial Services | Fully insured | 163 | 2025 | Disclosed |
| MARLIN MANAGEMENT COMPANY, LLC | Insurance / Financial Services | Fully insured | 162 | 2025 | Disclosed |
| SULLIVANCURTISMONROE INSURANCE SERVICES, LLC | Insurance / Financial Services | Self-funded | 162 | 2025 | Disclosed |
| US METRO BANK | Insurance / Financial Services | Fully insured | 161 | 2025 | Disclosed |
| LOS ANGELES FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 161 | 2025 | Disclosed |
| GLOBAL BENEFITS GROUP, INC. | Insurance / Financial Services | Self-funded | 160 | 2023 | Disclosed |
| BENEFITS PLUS TRUST FUND WELFARE BENEFIT PLAN | Insurance / Financial Services | Self-funded | 160 | 2025 | Disclosed |
| RIVER CITY BANK | Insurance / Financial Services | Self-funded | 159 | 2025 | Disclosed |
| JOZU LLC | Insurance / Financial Services | Fully insured | 156 | 2024 | Disclosed |
| 1ST UNITED CREDIT UNION | Insurance / Financial Services | Self-funded | 156 | 2025 | Disclosed |
| WHEELS FINANCIAL GROUP, LLC LOANMART | Insurance / Financial Services | Fully insured | 156 | 2024 | Disclosed |
| ARS NATIONAL SERVICES INC. | Insurance / Financial Services | Self-funded | 155 | 2025 | Disclosed |
| POINT DIGITAL FINANCE, INC. | Insurance / Financial Services | Self-funded | 155 | 2024 | Disclosed |
| LIGHTSPEED MANAGEMENT COMPANY, LLC | Insurance / Financial Services | Self-funded | 153 | 2025 | Disclosed |
| MULLIGAN FUNDING, LLC | Insurance / Financial Services | Fully insured | 153 | 2024 | Disclosed |
| THE REDWOODS, A COMMUNITY OF SENIORS | Insurance / Financial Services | Self-funded | 152 | 2025 | Disclosed |
| AVIDBANK | Insurance / Financial Services | Self-funded | 152 | 2025 | Disclosed |
| PACIFIC SERVICE CREDIT UNION | Insurance / Financial Services | Self-funded | 151 | 2025 | Disclosed |
| LOW INCOME INVESTMENT FUND | Insurance / Financial Services | Self-funded | 150 | 2025 | Disclosed |
| INTEGRATED BEHAVIORAL HEALTH, INC. | Insurance / Financial Services | Fully insured | 148 | 2024 | Disclosed |
| MISSION BANK | Insurance / Financial Services | Fully insured | 147 | 2025 | Disclosed |
| MORRIS & GARRITANO INSURANCE AGENCY, INC. | Insurance / Financial Services | Self-funded | 144 | 2025 | Disclosed |
| BRANDES INVESTMENT PARTNERS, LP | Insurance / Financial Services | Fully insured | 143 | 2024 | Disclosed |
| ZEST FINANCE, INC. | Insurance / Financial Services | Self-funded | 143 | 2024 | Disclosed |
| CDC SMALL BUSINESS FINANCE CORP. | Insurance / Financial Services | Self-funded | 143 | 2022 | Disclosed |
| ADMINSURE INC. | Insurance / Financial Services | Self-funded | 143 | 2025 | Disclosed |
| AMERICAN RIVIERA BANK | Insurance / Financial Services | Fully insured | 142 | 2025 | Disclosed |
| SUN COMMUNITY FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 141 | 2025 | Disclosed |
| JONESTRADING INSTITUTIONAL SERVICES LLC | Insurance / Financial Services | Fully insured | 140 | 2025 | Disclosed |
| SAFE 1 CREDIT UNION | Insurance / Financial Services | Fully insured | 140 | 2024 | Disclosed |
| PERR & KNIGHT, INC. | Insurance / Financial Services | Self-funded | 139 | 2025 | Disclosed |
| SIDECAR HEALTH, INC. | Insurance / Financial Services | Self-funded | 137 | 2022 | 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.