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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 |
|---|---|---|---|---|---|
| GEOVERA HOLDINGS, INC. | Insurance / Financial Services | Self-funded | 135 | 2024 | Disclosed |
| COMMUNITY WEST BANK | Insurance / Financial Services | Self-funded | 135 | 2024 | Disclosed |
| MIRASTAR FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 135 | 2025 | Disclosed |
| REX-REAL ESTATE EXCHANGE, INC. | Insurance / Financial Services | Self-funded | 133 | 2021 | Disclosed |
| THE POLICE CREDIT UNION | Insurance / Financial Services | Self-funded | 133 | 2022 | Disclosed |
| PARALLEL ADVISORS LLC | Insurance / Financial Services | Self-funded | 132 | 2025 | Disclosed |
| FRANCISCO PARTNERS MANAGEMENT, LP | Insurance / Financial Services | Self-funded | 131 | 2025 | Disclosed |
| SAFE 1 CREDIT UNION | Insurance / Financial Services | Fully insured | 131 | 2023 | Disclosed |
| AMWEST FUNDING CORPORATION | Insurance / Financial Services | Fully insured | 131 | 2024 | Disclosed |
| BEYOND IMPACT | Insurance / Financial Services | Self-funded | 130 | 2025 | Disclosed |
| BURNHAM BENEFITS INSURANCE SERVICES | Insurance / Financial Services | Self-funded | 128 | 2022 | Disclosed |
| VISTA POINT FINANCIAL HOLDINGS | Insurance / Financial Services | Self-funded | 128 | 2025 | Disclosed |
| UNIVERSITY CREDIT UNION | Insurance / Financial Services | Self-funded | 128 | 2025 | Disclosed |
| OCEANAIR FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 127 | 2025 | Disclosed |
| BRP COLLEAGUE II INC | Insurance / Financial Services | Fully insured | 126 | 2022 | Disclosed |
| RESCUE 1 FINANCIAL, LLC | Insurance / Financial Services | Fully insured | 125 | 2023 | Disclosed |
| AMERICAN FIRST CREDIT UNION | Insurance / Financial Services | Self-funded | 124 | 2025 | Disclosed |
| CERTIFIED FEDERAL CREDIT UNION DBA VONS CREDIT UNION | Insurance / Financial Services | Fully insured | 124 | 2024 | Disclosed |
| VANTREO INSURANCE BROKERAGE | Insurance / Financial Services | Self-funded | 120 | 2022 | Disclosed |
| HAPPY MONEY, INC. | Insurance / Financial Services | Self-funded | 119 | 2025 | Disclosed |
| COWBELL CYBER INC | Insurance / Financial Services | Self-funded | 118 | 2025 | Disclosed |
| TRUSTLY, INC. | Insurance / Financial Services | Self-funded | 117 | 2023 | Disclosed |
| CALIFORNIA INSURANCE GUARANTEE ASSOCIATION | Insurance / Financial Services | Self-funded | 117 | 2025 | Disclosed |
| JOHANSON TECHNOLOGY INC. | Insurance / Financial Services | Fully insured | 116 | 2025 | Disclosed |
| RENEW FINANCIAL GROUP LLC | Insurance / Financial Services | Self-funded | 115 | 2025 | Disclosed |
| RALIS SERVICES CORP. | Insurance / Financial Services | Fully insured | 115 | 2024 | Disclosed |
| JERRY SERVICES, INC. | Insurance / Financial Services | Self-funded | 115 | 2024 | Disclosed |
| BLUPEAK CREDIT UNION | Insurance / Financial Services | Self-funded | 115 | 2025 | Disclosed |
| LEONARD GREEN & PARTNERS | Insurance / Financial Services | Self-funded | 115 | 2024 | Disclosed |
| GOLDEN BEAR INSURANCE CO. | Insurance / Financial Services | Self-funded | 114 | 2024 | Disclosed |
| TRANSGLOBAL INSURANCE AGENCY INC | Insurance / Financial Services | Fully insured | 114 | 2024 | Disclosed |
| FFB BANCORP | Insurance / Financial Services | Self-funded | 113 | 2025 | Disclosed |
| GOLDCO DIRECT LLC | Insurance / Financial Services | Fully insured | 113 | 2024 | Disclosed |
| VALLEY REPUBLIC BANK | Insurance / Financial Services | Fully insured | 112 | 2021 | Disclosed |
| VERONICA'S AUTO INSURANCE | Insurance / Financial Services | Fully insured | 111 | 2023 | Disclosed |
| CHRISTIAN COMMUNITY CREDIT UNION | Insurance / Financial Services | Fully insured | 111 | 2024 | Disclosed |
| HIGH TECH LENDING, INC. | Insurance / Financial Services | Fully insured | 110 | 2025 | Disclosed |
| KIVA MICROFUNDS | Insurance / Financial Services | Self-funded | 110 | 2025 | Disclosed |
| INSTITUTIONAL CASH DISTRIBUTORS | Insurance / Financial Services | Self-funded | 110 | 2024 | Disclosed |
| FIRST CITY CREDIT UNION | Insurance / Financial Services | Fully insured | 110 | 2025 | Disclosed |
| CALIFORNIA BANK OF COMMERCE | Insurance / Financial Services | Self-funded | 109 | 2024 | Disclosed |
| ASPIRATION PARTNERS, INC. | Insurance / Financial Services | Self-funded | 109 | 2023 | Disclosed |
| CAUSEWAY CAPITAL MANAGEMENT, LLC | Insurance / Financial Services | Self-funded | 107 | 2024 | Disclosed |
| UNITED SECURITY BANK | Insurance / Financial Services | Self-funded | 106 | 2025 | Disclosed |
| EXCITE CREDIT UNION | Insurance / Financial Services | Self-funded | 106 | 2025 | Disclosed |
| WINTON-IRELAND INSURANCE AGENCY, INC | Insurance / Financial Services | Self-funded | 105 | 2021 | Disclosed |
| GLASS LEWIS AND CO. LLC | Insurance / Financial Services | Self-funded | 104 | 2025 | Disclosed |
| DEANS & HOMER | Insurance / Financial Services | Self-funded | 104 | 2025 | Disclosed |
| CHURCHILL MANAGEMENT CORPORATION | Insurance / Financial Services | Fully insured | 104 | 2025 | Disclosed |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Insurance / Financial Services | Self-funded | 103 | 2024 | Disclosed |
| TWIC | Insurance / Financial Services | Self-funded | 103 | 2025 | Disclosed |
| F & A FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 103 | 2025 | Disclosed |
| WCM INVESTMENT MANAGEMENT, LLC | Insurance / Financial Services | Fully insured | 103 | 2024 | Disclosed |
| BAC COMMUNITY BANK | Insurance / Financial Services | Self-funded | 101 | 2025 | Disclosed |
| MYPOINT CREDIT UNION | Insurance / Financial Services | Self-funded | 101 | 2024 | Disclosed |
| SUMMIT STATE BANK | Insurance / Financial Services | Self-funded | 100 | 2025 | Disclosed |
| FIRST FINANCIAL CREDIT UNION | Insurance / Financial Services | Self-funded | 100 | 2025 | Disclosed |
| LADDER FINANCIAL INC. | Insurance / Financial Services | Self-funded | 98 | 2025 | Disclosed |
| VOUCH, INC | Insurance / Financial Services | Self-funded | 97 | 2025 | Disclosed |
| SKYONE FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 97 | 2024 | Disclosed |
| SPOTTER, INC. | Insurance / Financial Services | Self-funded | 96 | 2025 | Disclosed |
| SACRAMENTO CREDIT UNION | Insurance / Financial Services | Self-funded | 96 | 2024 | Disclosed |
| GBC INTERNATIONAL BANK | Insurance / Financial Services | Fully insured | 96 | 2022 | Disclosed |
| DIGNIFIED HOME LOANS | Insurance / Financial Services | Self-funded | 95 | 2022 | Disclosed |
| VISION QUEST INDUSTRIES, INC. | Insurance / Financial Services | Self-funded | 95 | 2021 | Disclosed |
| COMMONWEALTH CENTRAL CREDIT UNION | Insurance / Financial Services | Fully insured | 95 | 2024 | Disclosed |
| WATER AND POWER COMMUNITY CREDIT UNION | Insurance / Financial Services | Fully insured | 95 | 2025 | Disclosed |
| MORTGAGE CAPITAL PARTNERS, INC. | Insurance / Financial Services | Fully insured | 94 | 2021 | Disclosed |
| WOOD GUTMANN & BOGART INSURANCE BROKERS | Insurance / Financial Services | Self-funded | 91 | 2021 | Disclosed |
| PFN LENDING GROUP, INC | Insurance / Financial Services | Self-funded | 90 | 2024 | Disclosed |
| PRIME FINANCE ADVISOR, L.P. | Insurance / Financial Services | Self-funded | 90 | 2025 | Disclosed |
| TREASURY PRIME INC. | Insurance / Financial Services | Self-funded | 90 | 2023 | Disclosed |
| EMBROKER INC. | Insurance / Financial Services | Self-funded | 89 | 2024 | Disclosed |
| BAY-VALLEY MORTGAGE GROUP | Insurance / Financial Services | Fully insured | 88 | 2022 | Disclosed |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC | Insurance / Financial Services | Self-funded | 88 | 2024 | Disclosed |
| CANYON PARTNERS LLC | Insurance / Financial Services | Self-funded | 88 | 2025 | Disclosed |
| ADELFI CREDIT UNION | Insurance / Financial Services | Self-funded | 88 | 2024 | Disclosed |
| STARTENGINE CROWDFUNDING, INC. | Insurance / Financial Services | Self-funded | 84 | 2022 | Disclosed |
| IMPERIAL CAPITAL GROUP HOLDINGS LLC IT'S AFFS IC, LLC AND ICAM LLC | Insurance / Financial Services | Fully insured | 84 | 2024 | Disclosed |
| MIECO, LLC | Insurance / Financial Services | Self-funded | 80 | 2024 | Disclosed |
| TROVATA, INC. | Insurance / Financial Services | Self-funded | 79 | 2023 | Disclosed |
| REAL ESTATE EQUITY EXCHANGE | Insurance / Financial Services | Self-funded | 77 | 2023 | Disclosed |
| BOLT FINANCIAL, INC. | Insurance / Financial Services | Self-funded | 75 | 2024 | Disclosed |
| INTERNATIONAL CITY MORTGAGE, INC. | Insurance / Financial Services | Fully insured | 73 | 2021 | Disclosed |
| TRUSTLY, INC. | Insurance / Financial Services | Self-funded | 73 | 2025 | Disclosed |
| ONY GLO INC. | Insurance / Financial Services | Fully insured | 70 | 2022 | Disclosed |
| PAYJOY INC | Insurance / Financial Services | Self-funded | 70 | 2022 | Disclosed |
| SURECO | Insurance / Financial Services | Self-funded | 65 | 2022 | Disclosed |
| LENOX FINANCIAL MORTAGE CORP | Insurance / Financial Services | Self-funded | 65 | 2022 | Disclosed |
| SB GROUP US, INC | Insurance / Financial Services | Self-funded | 60 | 2022 | Disclosed |
| CASH CALL, INC. | Insurance / Financial Services | Self-funded | 56 | 2021 | Disclosed |
| NVEST, INC. | Insurance / Financial Services | Self-funded | 54 | 2023 | Disclosed |
| HOUSING CONTRACTORS OF AMERICA | Insurance / Financial Services | Self-funded | 53 | 2024 | Disclosed |
| GRIFFIN CAPITAL COMPANY, LLC | Insurance / Financial Services | Self-funded | 47 | 2023 | Disclosed |
| GEORGE HILLS COMPANY, INC. | Insurance / Financial Services | Self-funded | 44 | 2024 | Disclosed |
| ASSEMI GROUP, INC. | Insurance / Financial Services | Self-funded | 43 | 2025 | Disclosed |
| SECURE ONE CAPITAL CORPORATION | Insurance / Financial Services | Fully insured | 41 | 2022 | Disclosed |
| IMPAC MORTGAGE HOLDINGS | Insurance / Financial Services | Self-funded | 38 | 2023 | Disclosed |
| SILVERGATE BANK | Insurance / Financial Services | Self-funded | 30 | 2022 | Disclosed |
| ALL MOTORISTS INSURANCE AGENCY | Insurance / Financial Services | Self-funded | 28 | 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.