Sequoia's San Francisco office, located in San Mateo, California, operates as part of the Sequoia firm. The office works with small, mid-sized and large employers across professional business services, data, media and telecom, healthcare and social services, manufacturing, and financial activities. Its placement work spans self-funded arrangements and medical coverage through PPO and HMO structures, along with prescription drug benefits, ancillary lines and retirement plans. The office also handles mega wrap and collectively bargained arrangements. Employer clients including American Asphalt Repair & Resurfacing Co, Inc. and IKEA North America Services, LLC are well rated by their employees for benefits. Example carriers include CIGNA, Elevance and UnitedHealthcare.

Heffernan's San Francisco office, part of the Heffernan firm, operates out of Walnut Creek, California. Its work spans healthcare and social services, manufacturing, professional business services, restaurants, bars and accommodation services, and religious and non-profit organizations, serving small, mid-sized and large employers alike. The office places medical coverage through self-funded arrangements as well as PPO and HMO plans, along with prescription drug benefits, ancillary lines and retirement plans. Its book also includes mega wrap and collectively bargained arrangements. Employer clients including Puritan Bakery, Inc. and SierraThermal, Inc. are well rated by their employees for benefits. Example carriers include Kaiser Permanente, Elevance and Cigna.

The Bachan Group (TBG) is a NextGen Health Insurance Agency working with businesses throughout the Central Coast. Though our strategies are highly innovative, they’re built upon our old-school values and strong work ethic. TBG’s insurance roots stretch back to 1913 and the benefits team has over 100 years of combined experience that we are eager to put to work for you. OUR THREE UNIQUES 1. We focus on Self-funded benefits 2. We teach companies how to help their employees purchase their healthcare needs at a lower price 3. We show companies how to improve their profitability using their health insurance plan

UBF - SAN FRANCISCO, CA is an office of UBF based in Walnut Creek, California. Its work centers on manufacturing along with religious and non-profit organizations, serving mid-sized and large employers. The office places self-funded arrangements and medical coverage through PPO and HMO plans, along with prescription drug benefits, ancillary lines and retirement plans. Example carriers include Kaiser Permanente, Elevance and MetLife.

Northgate Benefits - San Francisco, CA is an office of Northgate Benefits, based in Novato, California. Its employer clients are concentrated in data, media and telecom, financial activities, and professional business services, and the office works primarily with mid-sized employers. The office places self-funded arrangements alongside medical coverage on PPO and HMO structures, prescription drug benefits, ancillary lines and retirement plans, and it has experience with collectively bargained arrangements. Clients including Parallel Advisors LLC are well rated by their employees for benefits. Example carriers include Kaiser Permanente, Meritain Health and UnitedHealthcare.

For 30 years, Johnson & Dugan's highest priority has been to make it easy for any company to expertly plan and administer employee benefits. Johnson & Dugan prides itself on consistently delivering and maintaining high standards of quality for each and every one of our clients. All of the companies we work with receive superior customer service, regardless of their size or the level of complexity of their employee benefits program.

Leavitt - San Jose, CA is an office of Leavitt based in Campbell, California. Its work centers on employers in healthcare and social services and in professional business services, primarily mid-sized organizations. The office places self-funded arrangements alongside medical coverage through PPO and HMO structures, prescription drug benefits, ancillary lines and retirement plans. Example carriers include Kaiser Permanente, Anthem BCBS and Sutter Health Plan.