PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Providers/
  2. Welfare brokers
Health and welfare brokers

Who's placing the coverage.

Brokers and consultants placing US group health and welfare coverage, ranked by total compensation for the year. We merged name variations so each firm shows up once. Click a row to see its employer clients, premium overseen, and the split between commissions and fees.

42,876-42,900 of 42,977
BrokerCompensationPremium overseenSponsorsFilingsMarket share
JULIE A HAUK$-63$40K11-0.00%
MBI BENEFITS$-68$192K22-0.00%
PANDELLA, LLC$-68$41K11-0.00%
BRITTAIN INSURANCE SERVICES$-69$7.1M11-0.00%
MARK A. BAILEY$-77$28K11-0.00%
NATIONAL BEN. GROUP OF AMERICA INC.$-78$22K11-0.00%
THE BENEFIT CENTER INS. & FIN. SVCS$-78$76K11-0.00%
TODD HARRISON$-79$4K11-0.00%
CREATIVE BUSINESS SOLUTIONS GRP INC$-85$2.1M11-0.00%
GUY A PAREDES$-90$4.6M11-0.00%
KISTNER INSURANCE SERVICES, LLC$-90$1.9M11-0.00%
FIORETTI JR, WILLIAM F$-92$417K11-0.00%
KINTANA GROUP LLC$-92$106K11-0.00%
ROBERT J FERRERO$-96$19K11-0.00%
RICHARD J LINDEMEYER$-99$011-0.00%
VALENTINA ROYZMAN$-105$14K11-0.00%
CENTERPOINT CONSULTING LLC$-119$1.1M11-0.00%
PREFERED MARKETING ASSOCIATES$-122$1.5M11-0.00%
DANA DENISE LINDSEY$-125$50K33-0.00%
ROXANNE L. UHRICH$-128$42K11-0.00%
MELISSA LEA WHIPPLE$-132$31K11-0.00%
DJN ASSOCIATES, INC.$-138$7K11-0.00%
NICHOLAS RYAN HODGES$-138$555K11-0.00%
BRIAN YOUNG$-141$19K11-0.00%
KIRK BARTH$-141$19K11-0.00%
Page 1716 of 1,720
Prev1171517171720Next

Open any broker to see its full client book.

Solo shows the client plans and the carrier mix. Your first month is $4.99.

Start for $4.99
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica