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.

10,276-10,300 of 42,977
BrokerCompensationPremium overseenSponsorsFilingsMarket share
TERRY HAVENS$24K$938K110.00%
BENEFITS ADVANTAGE INC$24K$33.8M330.00%
WHITENACK & SOUDER INSURANCE INC$24K$15.7M330.00%
ROBERT CASE$24K$930K110.00%
T T L INSURANCE SERVICES$24K$673K110.00%
COLE PAPE$24K$1.0M23230.00%
INTEGRITY FINANCIAL PLANNING$24K$157K220.00%
MITCHELL KATCHEN$24K$708K110.00%
JULIE ANN MCNEAL$24K$2.9M220.00%
PAPE ALAN$24K$1.9M12120.00%
WHEELER, BRET M$24K$31.3M330.00%
NEREIDA AVILA$24K$615K330.00%
HR BENEFITS SERVICE INC$24K$276K990.00%
JR KATZ INC$24K$4.8M330.00%
RONALD R. TOLER$24K$297K110.00%
CARE ADVOCATES$24K$744K440.00%
DONALD E BURNS$24K$783K330.00%
THOMAS BADGER$24K$754K110.00%
SPENCER R. ALLEN JR.$23K$649K110.00%
CONRADE INSURANCE GROUP$23K$219K110.00%
JOHN L FAHERTY$23K$322K110.00%
MORRIS POWELL$23K$3.1M440.00%
SHEILA J BUTLER AND COMPANY INC$23K$886K220.00%
FRELON BROOME INS AGENCY INC$23K$179K110.00%
LESLIE E SMITH$23K$443K110.00%
Page 412 of 1,720
Prev14114131720Next

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