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65 insurance / financial services employers in Colorado have substantive broker records on their Form 5500 filings. Median disclosed broker cost in this group runs about $10 per participant per month. Open any company to see its broker of record, disclosed compensation, and benefit lines — or step back to all Colorado employers.
| Company | Industry | Plan type | Participants | Latest filing | Broker comp |
|---|---|---|---|---|---|
| EMPOWER RETIREMENT, LLC | Insurance / Financial Services | Self-funded | 10K | 2024 | Disclosed |
| EVERCOMMERCE SOLUTIONS INC. | Insurance / Financial Services | Self-funded | 3.6K | 2025 | Disclosed |
| MONARCH INVESTMENT AND MANAGEMENT GROUP | Insurance / Financial Services | Self-funded | 2.2K | 2024 | Disclosed |
| SAGILITY OPERATIONS, INC. | Insurance / Financial Services | Self-funded | 2K | 2025 | Disclosed |
| ENT CREDIT UNION | Insurance / Financial Services | Self-funded | 1.5K | 2025 | Disclosed |
| NATIONAL BANK HOLDINGS CORPORATION | Insurance / Financial Services | Self-funded | 1.2K | 2025 | Disclosed |
| LL SERVICES PARENT, LLC | Insurance / Financial Services | Self-funded | 1.1K | 2025 | Disclosed |
| JANUS HENDERSON US (HOLDINGS) INC. | Insurance / Financial Services | Self-funded | 995 | 2024 | Disclosed |
| COVIUS HOLDINGS, INC. | Insurance / Financial Services | Self-funded | 979 | 2023 | Disclosed |
| ALPINE BANKS OF COLORADO | Insurance / Financial Services | Self-funded | 798 | 2024 | Disclosed |
| CANVAS CREDIT UNION | Insurance / Financial Services | Self-funded | 736 | 2025 | Disclosed |
| CHERRY CREEK CORPORATE, LLC | Insurance / Financial Services | Self-funded | 640 | 2022 | Disclosed |
| AAS SERVICES, LLC | Insurance / Financial Services | Self-funded | 600 | 2024 | Disclosed |
| LAND TITLE GUARANTEE COMPANY | Insurance / Financial Services | Self-funded | 571 | 2025 | Disclosed |
| 2-10 HOME BUYERS WARRANTY CORPORATION | Insurance / Financial Services | Self-funded | 566 | 2024 | Disclosed |
| MSC SERVICES, LLC | Insurance / Financial Services | Self-funded | 512 | 2025 | Disclosed |
| ELEVATIONS CREDIT UNION | Insurance / Financial Services | Self-funded | 512 | 2025 | Disclosed |
| CORESITE, LLC | Insurance / Financial Services | Self-funded | 485 | 2023 | Disclosed |
| BELLCO CREDIT UNION | Insurance / Financial Services | Self-funded | 461 | 2025 | Disclosed |
| PARTNERS GROUP (USA) INC. | Insurance / Financial Services | Fully insured | 438 | 2025 | Disclosed |
| CREDIT UNION OF COLORADO, A FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 417 | 2025 | Disclosed |
| STURM FINANCIAL GROUP | Insurance / Financial Services | Self-funded | 399 | 2025 | Disclosed |
| CONVERA USA LLC | Insurance / Financial Services | Self-funded | 371 | 2024 | Disclosed |
| ET INVESTMENTS LLC | Insurance / Financial Services | Self-funded | 343 | 2024 | Disclosed |
| SRS ACQUIOM HOLDINGS, LLC | Insurance / Financial Services | Self-funded | 318 | 2025 | Disclosed |
| WESTERRA CREDIT UNION | Insurance / Financial Services | Self-funded | 301 | 2025 | Disclosed |
| EMPYREAL ENTERPRISES, LLC | Insurance / Financial Services | Self-funded | 300 | 2024 | Disclosed |
| CARIBOU FINANCIAL, INC. | Insurance / Financial Services | Self-funded | 294 | 2025 | Disclosed |
| PREMIER MEMBERS CREDIT UNION | Insurance / Financial Services | Self-funded | 260 | 2025 | Disclosed |
| ADVISORS ASSET MANAGEMENT | Insurance / Financial Services | Self-funded | 257 | 2025 | Disclosed |
| FINCENTRIC ACQUISITION, LLC DBA COMMUNIFY | Insurance / Financial Services | Self-funded | 223 | 2024 | Disclosed |
| COLORADO HEALTH BENEFIT EXCHANGE | Insurance / Financial Services | Self-funded | 218 | 2025 | Disclosed |
| INTEGRATED FINANCIAL SETTLEMENTS | Insurance / Financial Services | Self-funded | 205 | 2023 | Disclosed |
| HIGHLANDS VISTA GROUP MANAGEMENT LLC | Insurance / Financial Services | Self-funded | 194 | 2024 | Disclosed |
| MOUNTAIN WEST INSURANCE & FINANCIAL SERVICES, LLC | Insurance / Financial Services | Self-funded | 190 | 2024 | Disclosed |
| YIELD SOLUTIONS GROUP, LLC | Insurance / Financial Services | Self-funded | 186 | 2025 | Disclosed |
| PUEBLO BANK & TRUST COMPANY | Insurance / Financial Services | Self-funded | 181 | 2024 | Disclosed |
| AMERICAN FINANCING CORPORATION | Insurance / Financial Services | Self-funded | 179 | 2024 | Disclosed |
| DELTA DENTAL OF COLORADO | Insurance / Financial Services | Self-funded | 166 | 2025 | Disclosed |
| FLEET FINANCIAL INC. (DBA ILENDINGDIRECT) | Insurance / Financial Services | Self-funded | 156 | 2023 | Disclosed |
| CREDIT UNION OF DENVER | Insurance / Financial Services | Self-funded | 155 | 2025 | Disclosed |
| INBANK | Insurance / Financial Services | Fully insured | 154 | 2025 | Disclosed |
| CLEAN WATER ENVIRONMENTAL SERVICES, INC. | Insurance / Financial Services | Self-funded | 149 | 2024 | Disclosed |
| BILLGO, INC. | Insurance / Financial Services | Self-funded | 147 | 2024 | Disclosed |
| SOOPER CREDIT UNION | Insurance / Financial Services | Self-funded | 147 | 2025 | Disclosed |
| AIR ACADEMY FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 146 | 2025 | Disclosed |
| MOODY INSURANCE AGENCY, INC. | Insurance / Financial Services | Self-funded | 146 | 2025 | Disclosed |
| COPIC TRUST | Insurance / Financial Services | Self-funded | 144 | 2025 | Disclosed |
| AMG NATIONAL TRUST BANK | Insurance / Financial Services | Self-funded | 141 | 2025 | Disclosed |
| FLEET FINANCIAL INC. | Insurance / Financial Services | Self-funded | 138 | 2025 | Disclosed |
| FUNDING CIRCLE USA, INC. | Insurance / Financial Services | Self-funded | 134 | 2024 | Disclosed |
| FLOOD & PETERSON INSURANCE, INC. | Insurance / Financial Services | Self-funded | 116 | 2024 | Disclosed |
| KSL ADVISORS, LLC | Insurance / Financial Services | Self-funded | 114 | 2025 | Disclosed |
| CHERRY CREEK INSURANCE AGENCY, INC. | Insurance / Financial Services | Self-funded | 114 | 2025 | Disclosed |
| LOAN SIMPLE | Insurance / Financial Services | Self-funded | 103 | 2022 | Disclosed |
| BLUE OCEAN ENTERPRISES, INC. | Insurance / Financial Services | Fully insured | 96 | 2023 | Disclosed |
| MEGASTAR FINANCIAL CORPORATION | Insurance / Financial Services | Self-funded | 87 | 2024 | Disclosed |
| SIERRA FINANCIAL SERVICES, INC. | Insurance / Financial Services | Fully insured | 84 | 2022 | Disclosed |
| CONSOLIDATED INVESTMENT GROUP LLC | Insurance / Financial Services | Self-funded | 84 | 2022 | Disclosed |
| EL POMAR FOUNDATION | Insurance / Financial Services | Self-funded | 68 | 2025 | Disclosed |
| CONEXUS INSURANCE PARTNERS, INC. | Insurance / Financial Services | Self-funded | 32 | 2025 | Disclosed |
| UNIVERSAL LENDING CORPORATION | Insurance / Financial Services | Self-funded | 26 | 2024 | Disclosed |
| NORTHWEST AIRLINES SECTION 1114 VEBA TRUST RETIREE COMMITTEE | Insurance / Financial Services | Self-funded | — | 2024 | Disclosed |
| CRESTONE PEAK RESOURCES OPERATING LLC | Insurance / Financial Services | Self-funded | — | 2021 | Disclosed |
| AUTOPAY DIRECT, INC. | 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.