Employee benefits brokers in California
5,317 employee benefits brokers of record are on file in California, named on Form 5500 Schedule A filings by the employers whose plans they place.
| Broker of record | Location | Employer clients | Filings | Commissions |
|---|---|---|---|---|
| Joshua West | Los Angeles, CA | 5 | 6 | $1,759 |
| Jsf Insurance Services | San Francisco, CA | 1 | 6 | $47,398 |
| Kathleen S Hanson | Long Beach, CA | 5 | 6 | $453 |
| Kent Anthony Sherman | San Juan Bautista, CA | 4 | 6 | $453 |
| Kristin Ann Decou | Beaumont, CA | 5 | 6 | $7,247 |
| Lbw Insurance & Financial Services | Valencia, CA | 5 | 6 | $94,535 |
| Lisa Ann Mclaughlin | Tehachapi, CA | 5 | 6 | $870 |
| Lisa Beth Holmes | Long Beach, CA | 1 | 6 | $273,540 |
| Lynn Brown | Bakersfield, CA | 3 | 6 | $19,058 |
| Mandeep Teja | San Jose, CA | 4 | 6 | $4,141 |
| Mary Lou Graham | Oxnard, CA | 5 | 6 | $197 |
| Matt Smith | San Francisco, CA | 4 | 6 | $4,011 |
| Mgw Services LLC | Mission Viejo, CA | 3 | 6 | $301,597 |
| Michael F. Fahey Lii | San Clemente, CA | 6 | 6 | $689 |
| Millennium Corporate Solutions | Irvine, CA | 5 | 6 | $91,708 |
| Miriam F Hungerford | Dana Point, CA | 6 | 6 | $241 |
| Nua Group LLC | Oakland, CA | 5 | 6 | $606,204 |
| Oakwood Capital Securities Inc | Pasadena, CA | 5 | 6 | $7,035 |
| Olson Duncan Insurance Service, Inc | Torrance, CA | 5 | 6 | $115,426 |
| Osborne & Associates, Inc. | Modesto, CA | 6 | 6 | n/a |
| Partners Insurance Services | Encino, CA | 4 | 6 | $150,849 |
| Patrick Whitaker | San Jose, CA | 4 | 6 | $225,701 |
| Pbt Insurance Services LLC | Fresno, CA | 4 | 6 | $475,139 |
| Pchs | Irvine, CA | 6 | 6 | n/a |
| Pension Professionals, Inc. | Rancho Santa Margarita, CA | 5 | 6 | $2,894 |
| People Center Inc | San Francisco, CA | 5 | 6 | n/a |
| Peter Lizotte | Los Angeles, CA | 4 | 6 | $1,220,653 |
| Qandun, Inc. | Burbank, CA | 1 | 6 | $205,335 |
| Ramona Margaret Daly | San Clemente, CA | 5 | 6 | $18,816 |
| Robert Lynn Co Inc | Bakersfield, CA | 4 | 6 | $93,084 |
| Robert Lynn Company, Inc. | Bakersfield, CA | 4 | 6 | $177,636 |
| Robert Williams | San Lorenzo, CA | 4 | 6 | $198 |
| Rochelle Rocha | Atwater, CA | 3 | 6 | $22,667 |
| R-Tech Consultants, Inc. | Woodland Hills, CA | 6 | 6 | n/a |
| Russell Nakamura | Calabasas, CA | 5 | 6 | $10,941 |
| Samir H. Sheth | Los Angeles, CA | 3 | 6 | $443,015 |
| Sequoia Ben. And Ins. Services, LLC | San Mateo, CA | 6 | 6 | $256,523 |
| Sequoia Benefits And Insurance Serv | San Mateo, CA | 5 | 6 | $49,981 |
| Stanton Hunton | Palos Verdes Estates, CA | 4 | 6 | $367,773 |
| Steven R. Johnson | Torrance, CA | 3 | 6 | $799 |
| Sullivan Curtis Monroe Insurance | Irvine, CA | 5 | 6 | $98,266 |
| Tax & Financial Group Benefits | Newport Beach, CA | 4 | 6 | $287,619 |
| The Liberty Company Insurance | Woodland Hills, CA | 4 | 6 | $88,222 |
| Thomas E. Kuntz | Saint Helena, CA | 2 | 6 | $189,570 |
| Thomas Eric Kuntz | Saint Helena, CA | 2 | 6 | $113,938 |
| Thomas Means | Moorpark, CA | 5 | 6 | $246,504 |
| Timothy Francis Ranuio | Napa, CA | 3 | 6 | $1,138 |
| Tommy L Johnson Jr | Los Angeles, CA | 4 | 6 | $259 |
| Tracy Broughton | Ladera Ranch, CA | 3 | 6 | $3,789 |
| Trombino Pension Administrators Inc | Temecula, CA | 3 | 6 | $8,314 |
Know which California plans are in play before renewal.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A.
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