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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 |
|---|---|---|---|---|---|
| PEER STREET, INC. | Insurance / Financial Services | Self-funded | 26 | 2023 | Disclosed |
| EASY HEALTH, INC. | Insurance / Financial Services | Fully insured | 25 | 2022 | Disclosed |
| DAIRY EMPLOYEES UNION LOCAL 17 CLA EMPLOYEES HEALTH & WELFARE TRUST | Insurance / Financial Services | Fully insured | 18 | 2023 | Disclosed |
| PARKSIDE LENDING LLC | Insurance / Financial Services | Self-funded | 15 | 2021 | Disclosed |
| PLASTIQ, INC. | Insurance / Financial Services | Self-funded | 13 | 2023 | Disclosed |
| ISSA ELECTRIC INC. | Insurance / Financial Services | Self-funded | 4 | 2024 | Disclosed |
| SANTA FE EMPLOYEES HOSPITAL | Insurance / Financial Services | Self-funded | 3 | 2024 | Disclosed |
| ROSEMARY HIEBER & ASSOCIATES, INC. | Insurance / Financial Services | Fully insured | 1 | 2024 | Broker listed |
| TOLMAN & WIKER INSURANCE SERVICES, LLC | Insurance / Financial Services | Self-funded | — | 2021 | Disclosed |
| BOARD OF TRUSTEES SAN DIEGO TRANSIT IBEW 465 | Insurance / Financial Services | Self-funded | — | 2022 | Disclosed |
| RENOVATE AMERICA, INC. | Insurance / Financial Services | Self-funded | — | 2021 | Disclosed |
| PACIFIC MERCANTILE BANK | Insurance / Financial Services | Self-funded | — | 2021 | Disclosed |
| LOANME | Insurance / Financial Services | Fully insured | — | 2021 | Disclosed |
| SEACOAST COMMERCE BANK | Insurance / Financial Services | Fully insured | — | 2021 | Disclosed |
| LADERA LENDING, INC. | Insurance / Financial Services | Fully insured | — | 2021 | Disclosed |
| CIG FINANCIAL LLC | Insurance / Financial Services | Self-funded | — | 2021 | Disclosed |
| AUL CORPORATION | Insurance / Financial Services | Self-funded | — | 2021 | Disclosed |
| NEWFRONT INSURANCE SERVICES | Insurance / Financial Services | Fully insured | — | 2021 | Disclosed |
| BOLTON INSURANCE SERVICES LLC | Insurance / Financial Services | Self-funded | — | 2021 | Disclosed |
| ACCOUNT CONTROL TECHNOLOGY HOLDINGS, INC. | Insurance / Financial Services | Self-funded | — | 2021 | Disclosed |
| RIVERSTONE HEALTH PLAN | Insurance / Financial Services | Self-funded | — | 2024 | Disclosed |
| NORCAL MUTUAL INSURANCE COMPANY | Insurance / Financial Services | Fully insured | — | 2021 | Disclosed |
| JMP GROUP LLC | Insurance / Financial Services | Self-funded | — | 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.