Audience

Top Insurance Brokerages by Book of Business (CA, NY, TX, FL, IL)

The brokerage league table for the five largest states, ranked by commissions and fees across their Form 5500 book

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Overview

The employee-benefits brokerage league table for the five largest state markets: California, New York, Texas, Florida, and Illinois. Brokers are ranked by total commissions and fees across their Form 5500 book. Each top broker on this list seeds a Marsh-style displacement audience. Identify who holds the biggest books, then go after their sponsors.

What's Included

  • Brokerages: Benefits brokers ranked by book value across the five states
  • Book Economics: Total commissions and fees paid
  • Book Size: Plan and participant counts behind each broker
  • Footprint: States where each brokerage is active
  • Rank: Ordered by total book value

Use Cases

Brokerage Market Map

See who dominates benefits brokering across the largest state markets, ranked by real Form 5500 economics.

Displacement Target-List Seed

Turn each top broker into a book-takeover audience of the sponsors they serve.

Partnership & M&A Targeting

Use book value and footprint to identify brokerages for partnership, roll-up, or acquisition.

Commission Benchmarking

Benchmark commission and fee levels across brokerages and geographies.

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Created by

Dow Jones

Dow Jones

General Manager, Emerging Data Products

Data Overview

Records
22,000+
Coverage
California, New York, Texas, Florida, Illinois
Update Frequency
Annual

Key Attributes

  • Brokerage name
  • Total commissions paid
  • Total fees paid
  • Book size (plans and participants)
  • States active
  • Rank by book value

Common Use Cases

  • Brokerage market map
  • Displacement target-list seed
  • Partnership and M&A targeting
  • Commission benchmarking

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