Finance and insurance
151 companies, type “Finance and insurance”.
| Place | Company | Employer identification number (EIN) | Sector | Final plan year beginning |
|---|---|---|---|---|
| Boise, ID | A10 CAPITAL LLC | 800803847 | Finance and insurance | Jan 1, 2024 |
| Princeton, NJ | ABOVE & BEYOND BUSINESS TOOLS FOR ENTREPRENEURS | 814137537 | Finance and insurance | Jan 1, 2024 |
| Draper, UT | ACADEMY MORTGAGE CORPORATION | 870456373 | Finance and insurance | Jan 1, 2024 |
| Chicago, IL | ACCURISK SOLUTIONS LLC | 814923899 | Finance and insurance | Jan 1, 2024 |
| Glendale, CA | ACRISURE OF CALIFORNIA, LLC DBA TIB TRANSPORTATION INSURANCE BROKERS | 954024033 | Finance and insurance | Jan 1, 2024 |
| Calabasas, CA | ALL MOTORISTS INSURANCE AGENCY | 952103043 | Finance and insurance | Jan 1, 2024 |
| Warrenville, IL | AMERICAN GUARDIAN WARRANTY SERVICES INC. | 364236704 | Finance and insurance | Jan 1, 2024 |
| New York, NY | ANGELO, GORDON & CO., LP | 133478879 | Finance and insurance | Jan 1, 2024 |
| Atlanta, GA | ASSURANCE SOFTWARE INC. | 824819732 | Finance and insurance | Jan 1, 2024 |
| Austin, TX | ASTRALABS, INC | 813021095 | Finance and insurance | Jan 1, 2024 |
| Colorado Springs, CO | AVENTA CREDIT UNION | 840485197 | Finance and insurance | Jan 1, 2024 |
| Salisbury, MD | AVERY W. HALL INSURANCE AGENCY, INC. | 520631975 | Finance and insurance | Oct 1, 2024 |
| Boston, MA | BAYSTATE FINANCIAL LLC | 043341217 | Finance and insurance | Jan 1, 2024 |
| Great Bend, KS | BENEFIT MANAGEMENT LLC | 481168746 | Finance and insurance | Jan 1, 2024 |
| Sylmar, CA | BLAZE LIFE HOLDINGS LLC | 863060670 | Finance and insurance | Jan 1, 2024 |
| Pasadena, CA | BOLTON AND COMPANY | 951047540 | Finance and insurance | Jan 1, 2024 |
| Brentwood, TN | BRENTWOOD SERVICES, INC. | 621427611 | Finance and insurance | Jan 1, 2024 |
| Birmingham, AL | BRIDGEWORTH FINANCIAL, LLC | 263162378 | Finance and insurance | Jan 1, 2024 |
| Wheaton, IL | BROOKSTONE CAPITAL MANAGEMENT LLC | 205073624 | Finance and insurance | Jan 1, 2024 |
| Staten Island, NY | CENTERS PLAN FOR HEALTHY LIVING | 453956774 | Finance and insurance | Apr 1, 2024 |
| Fairfield, NJ | CHADLER SOLUTIONS, INC. | 223331262 | Finance and insurance | Jan 1, 2024 |
| Tallahassee, FL | CHAMPIONS FIRST CREDIT UNION | 590806310 | Finance and insurance | Jan 1, 2024 |
| Farmington Hills, MI | CHARLES AGRUSA INC | 382672403 | Finance and insurance | Jan 1, 2024 |
| Portland, ME | CLARK INSURANCE | 010046400 | Finance and insurance | Jan 1, 2024 |
| Minneapolis, MN | COMMUNITY REINVESTMENT FUND USA | 411616861 | Finance and insurance | Jan 1, 2024 |
| Goleta, CA | COMMUNITY WEST BANCSHARES | 770446957 | Finance and insurance | Jan 1, 2024 |
| New Hyde Park, NY | CONNECTUS WEALTH, LLC | 852914241 | Finance and insurance | Jan 1, 2024 |
| Mt. Laurel, NJ | CORNERSTONE BANK | 223659781 | Finance and insurance | Jan 1, 2024 |
| Cincinnati, OH | CORNERSTONE BROKER INSURANCE SERVICES AGENCY, INC. | 311768631 | Finance and insurance | Jan 1, 2024 |
| Lexington, KY | CORRECTCARE - INTEGRATED HEALTH, INC. | 311491074 | Finance and insurance | Jan 1, 2024 |
| Nashville, TN | DAVIES US LLC | 650865791 | Finance and insurance | Jan 1, 2024 |
| Burlingame, CA | DIGISURE INSURANCE SOLUTIONS, INC. | 831376328 | Finance and insurance | Jan 1, 2024 |
| Birmingham, AL | DIRECTPATH, LLC | 020677999 | Finance and insurance | Jan 1, 2021 |
| Agawam, MA | DISABILITY MANAGEMENT SERVICES, INC | 061427246 | Finance and insurance | Jan 1, 2024 |
| Memphis, TN | ECK & GLASS, INC. | 621310430 | Finance and insurance | Apr 1, 2021 |
| Santa Clara, CA | EJ PLUMBING INC | 450591181 | Finance and insurance | Jan 1, 2024 |
| Stuart, FL | ELITE PAYROLL SOLUTIONS MATTHEW BROWN & ASSOCIATES, INC. | 651002313 | Finance and insurance | Jan 1, 2024 |
| Houston, TX | ENVOY MORTGAGE, LTD | 760700342 | Finance and insurance | Jan 1, 2024 |
| San Francisco, CA | EPIQ CAPITAL GROUP, LLC | 823491906 | Finance and insurance | Jan 1, 2024 |
| Dallas, TX | ESTRADA HINOJOSA & COMPANY, INC. | 752154287 | Finance and insurance | Jan 1, 2024 |
| Portland, ME | F.L. PUTNAM INVESTMENT MANAGEMENT COMPANY | 010462678 | Finance and insurance | Jan 1, 2024 |
| Manchester, IA | FARMER'S & MERCHANTS SAVINGS BANK | 420245460 | Finance and insurance | Jan 1, 2024 |
| Dallas, TX | FDIC AS RECEIVER FOR FIRST REPUBLIC BANK | 800513856 | Finance and insurance | Jan 1, 2024 |
| Des Moines, IA | FEDERAL HOME LOAN BANK OF DES MOINES | 426000149 | Finance and insurance | Jan 1, 2024 |
| Miami, FL | FERNANDEZ & FERNANDEZ INSURANCE | 300706103 | Finance and insurance | Jan 1, 2024 |
| Leominster, MA | FIDELITY CO-OPERATIVE BANK | 205791745 | Finance and insurance | Jan 1, 2024 |
| Lodi, CA | FINANCIAL CENTER CREDIT UNION | 941326959 | Finance and insurance | Jan 1, 2021 |
| Crowley, LA | FINANCIAL CORPORATION OF LOUISIANA | 721254127 | Finance and insurance | Jan 1, 2024 |
| Rochester, IN | FIRST FEDERAL SAVINGS BANK | 351116773 | Finance and insurance | Jan 1, 2024 |
| Oklahoma City, OK | FIRST FIDELITY BANK | 731100200 | Finance and insurance | Jan 1, 2024 |
| Fairfax, VA | FIRST HERITAGE MORTGAGE, LLC | 541822464 | Finance and insurance | Jan 1, 2024 |
| Searcy, AR | FIRST SECURITY BANCORP | 710159420 | Finance and insurance | Jan 1, 2024 |
| Athens, TX | FIRST STATE BANK | 750264230 | Finance and insurance | Jan 1, 2024 |
| Orem, UT | FIRSTPURPOSE WEALTH | 870664290 | Finance and insurance | Jan 1, 2024 |
| Slc, UT | FOURSIGHT CAPITAL, LLC | 460630023 | Finance and insurance | Jan 1, 2024 |
| Kansas City, MO | FRONTIER WEALTH ENTERPRISES, LLC | 451588845 | Finance and insurance | Jan 1, 2024 |
| Springfield, MA | GLIDEPATH HOLDINGS, INC. | 862294635 | Finance and insurance | Jan 1, 2024 |
| Foothill Ranch, CA | GLOBAL BENEFITS GROUP INC. | 203842750 | Finance and insurance | Jan 1, 2024 |
| New York, NY | GREENHILL & CO., INC. | 510500737 | Finance and insurance | Jan 1, 2024 |
| Syracuse, NY | HAYLOR FREYER & COON INC. | 150547748 | Finance and insurance | Sep 1, 2024 |
| Fresno, CA | HEALTHCOMP, LLC | 770385729 | Finance and insurance | Jan 1, 2024 |
| Saint Paul, MN | HIWAY CREDIT UNION | 410313750 | Finance and insurance | Jan 1, 2024 |
| Easthampton, MA | HOMETOWN FINANCIAL GROUP, INC. | 743073286 | Finance and insurance | Jan 1, 2024 |
| New York, NY | HUGH WOOD, INC. | 133146947 | Finance and insurance | Jan 1, 2024 |
| Oklahoma City, OK | IAC GROUP, INC. | 431728966 | Finance and insurance | Jan 1, 2019 |
| San Antonio, TX | IAS SERVICES GROUP, LLC | 205717350 | Finance and insurance | Jan 1, 2024 |
| Harleysville, PA | IGNITIST, INC. | 833920222 | Finance and insurance | Jan 1, 2024 |
| Genoa, IL | ILLINOIS COMMUNITY CREDIT UNION | 381848945 | Finance and insurance | May 5, 2025 |
| Greenwood Village, CO | INBANKSHARES, CORP | 815377409 | Finance and insurance | Jan 1, 2024 |
| Louisville, KY | INSURAMAX, INC. | 610957561 | Finance and insurance | Jan 1, 2024 |
| Findlay, OH | INTELLIHARTX, LLC | 463794549 | Finance and insurance | Jan 1, 2024 |
| Oak Ridge, TN | INVO PEO II, INC | 570523959 | Finance and insurance | Oct 1, 2024 |
| Mt Pleasant, SC | ISU GROUP | 943257747 | Finance and insurance | Jan 1, 2024 |
| Bradenton, FL | JOHNS EASTERN COMPANY, INC. | 591115663 | Finance and insurance | Jan 1, 2024 |
| Broken Arrow, OK | JOHNSON CLAIM SERVICE, INC. | 731091707 | Finance and insurance | Jan 1, 2024 |
| Chicago, IL | KEYSTONE CAPITAL MANAGEMENT LP | 862342918 | Finance and insurance | Jan 1, 2024 |
| Murray, KY | KINGDOM SERVICES, LLC | 271307084 | Finance and insurance | Jan 1, 2024 |
| Santa Ana, CA | LENOX FINANCIAL MORTGAGE | 954762204 | Finance and insurance | Jan 1, 2024 |
| Sioux City, IA | LIBERTY NATIONAL BANK | 481293794 | Finance and insurance | Jan 1, 2024 |
| Marietta, OH | LIMESTONE BANCORP, INC | 611142247 | Finance and insurance | Jan 1, 2024 |
| Draper, UT | LOWRY & ASSOCIATES, INC. | 870466762 | Finance and insurance | Jul 1, 2024 |
| Nashville, TN | LUCENT HEALTH SOLUTIONS, INC. | 471929604 | Finance and insurance | Jan 1, 2024 |
| Santa Rosa, CA | LUTHER BURBANK CORPORATION | 942906968 | Finance and insurance | Jan 1, 2024 |
| Holland, MI | MACATAWA BANK | 383378283 | Finance and insurance | Jan 1, 2024 |
| Chicago, IL | MAESTRO HEALTH, INC. | 462712935 | Finance and insurance | Jan 1, 2024 |
| Wheeling, WV | MAIN STREET BANK CORP. | 550780787 | Finance and insurance | Jan 1, 2024 |
| Deland, FL | MAINSTREET COMMUNITY BANK OF FLORIDA | 200235207 | Finance and insurance | Jan 1, 2024 |
| Mars, PA | MARS BANK | 250640500 | Finance and insurance | Jan 1, 2024 |
| Southfield, MI | MEADOWBROOK, INC. | 381798156 | Finance and insurance | Jan 1, 2024 |
| Joliet, IL | MERCHANTS AND MANUFACTURERS BANK CORP | 363853020 | Finance and insurance | Jan 1, 2024 |
| Carmel, IN | MERCHANTS BANCORP | 205747400 | Finance and insurance | Jan 1, 2024 |
| Waunakee, WI | MONONA STATE BANK | 391701359 | Finance and insurance | Jan 1, 2024 |
| Atlanta, GA | MORTGAGE ADVISORY SERVICES, INC. | 582034740 | Finance and insurance | Jan 1, 2024 |
| Lancaster, PA | MURRAY INSURANCE ASSOCIATES, INC | 232227819 | Finance and insurance | Oct 1, 2020 |
| Midland, TX | MY COMMUNITY CREDIT UNION | 750969777 | Finance and insurance | Jan 1, 2024 |
| Boulder, CO | NEAT CAPITAL INC. | 473020226 | Finance and insurance | Jan 1, 2024 |
| Plano, TX | NTFN, INC. | 752725402 | Finance and insurance | Jan 1, 2024 |
| Dallas, TX | OAKWOOD BANK | 740813160 | Finance and insurance | Jan 1, 2024 |
| Klamath Falls, OR | PACIFIC CREST FEDERAL CREDIT UNION | 930348780 | Finance and insurance | Jan 1, 2024 |
| Laurel, DE | PARTNERS BANCORP | 521559535 | Finance and insurance | Jan 1, 2024 |
| Mendenhall, MS | PEOPLES BANK OF MENDENHALL | 640220470 | Finance and insurance | Jan 1, 2024 |
| York, PA | PEOPLESBANK | 230962030 | Finance and insurance | Jan 1, 2024 |
| New York, NY | PETAL CARD, INC. | 811417454 | Finance and insurance | Jan 1, 2024 |
| New York, NY | POLICE BENEVOLENT ASSOCIATION OF THE CITY OF NEW YORK, INC. | 135308915 | Finance and insurance | Jul 1, 2024 |
| Greenwich, CT | POLICYGENIUS, INC. | 461553649 | Finance and insurance | Jan 1, 2024 |
| Pasadena, CA | PROVIDENCE CHRISTIAN COLLEGE | 830340684 | Finance and insurance | Jan 1, 2024 |
| Red Bank, NJ | QUAKER AGENCY, INC. | 221667344 | Finance and insurance | Jan 1, 2021 |
| Livingston, NJ | REGAL BANK | 205823164 | Finance and insurance | Jan 1, 2024 |
| Chicago, IL | REPUBLIC FINANCIAL INDEMNITY GROUP, INC | 363133641 | Finance and insurance | Jan 1, 2024 |
| Hunt Valley, MD | RIGGS, COUNSELMAN, MICHAELS & DOWNES | 520555835 | Finance and insurance | Jan 1, 2024 |
| Santa Ana, CA | RONALD BLUE & CO CPA'S AND CONSULTANTS, LLP | 464148474 | Finance and insurance | Jan 1, 2024 |
| Newport Beach, CA | RSI INSURANCE BROKERS, INC. | 330359094 | Finance and insurance | Jan 1, 2024 |
| St. Louis, MO | SAINT LOUIS BANK | 202725052 | Finance and insurance | Jan 1, 2024 |
| Lakeville, CT | SALISBURY BANK AND TRUST CO. | 060521260 | Finance and insurance | Jan 1, 2024 |
| Sterling Heights, MI | SALUS GROUP BENEFITS, INC. | 202024076 | Finance and insurance | Jan 1, 2024 |
| North Platte, NE | SANDHILLS STATE BANK | 470130530 | Finance and insurance | Jan 1, 2024 |
| Austin, TX | SENTE MORTGAGE | 260402100 | Finance and insurance | Jan 1, 2024 |
| Manitowoc, WI | SHIPBUILDERS CREDIT UNION | 390613175 | Finance and insurance | Jan 1, 2024 |
| San Diego, CA | SHOPCORE PROPERTIES L.P. | 271495445 | Finance and insurance | Jan 1, 2024 |
| Dayton, TN | SIMPLYBANK | 620123640 | Finance and insurance | Jan 1, 2024 |
| Newbury Park, CA | SIX SMITH FAMILY, INC. | 770561883 | Finance and insurance | Jan 1, 2024 |
| Carthage, MO | SPECIALTY RISK MANAGEMENT LLC | 455631122 | Finance and insurance | Jun 1, 2024 |
| Deerfield, IL | STRATEGIC WEALTH PARTNERS GROUP, LLC | 472046833 | Finance and insurance | Jan 1, 2024 |
| Charlotte, NC | STROKE LLC DBA ETA GROUP | 831698769 | Finance and insurance | Jan 1, 2024 |
| Woodbridge, VA | SUCCEED TO LEAD LLC | 260778113 | Finance and insurance | Jan 1, 2024 |
| Seattle, WA | TANGO CARD, INC. | 264169114 | Finance and insurance | Jan 1, 2024 |
| Mechanicsville, VA | TEAM SUPREME | 851155598 | Finance and insurance | Jan 1, 2024 |
| Chicago, IL | TEGUS, INC. | 822209563 | Finance and insurance | Jan 1, 2024 |
| Waco, TX | TEXAS LIFE INSURANCE COMPANY | 740940890 | Finance and insurance | Jan 1, 2024 |
| Geeenwood Village, CO | THE CANADA LIFE ASSURANCE COMPANY | 380397420 | Finance and insurance | Jan 1, 2024 |
| Hyannis, MA | THE CAPE COD FIVE CENTS SAVINGS BANK | 041149070 | Finance and insurance | Jan 1, 2024 |
| Lawton, OK | THE CITY NATIONAL BANK AND TRUST COMPANY OF LAWTON | 730185627 | Finance and insurance | Mar 1, 2024 |
| Orland Park, IL | THE HORTON GROUP, INC. | 363672171 | Finance and insurance | Jan 1, 2024 |
| Muncy, PA | THE MUNCY BANK & TRUST COMPANY | 240670470 | Finance and insurance | Jan 1, 2024 |
| New York, NY | THE WILLIAMS CAPITAL GROUP | 133747879 | Finance and insurance | Jan 1, 2021 |
| Georgetown, TX | THRIVE MORTGAGE, LLC | 200353048 | Finance and insurance | Jan 1, 2024 |
| Savannah, GA | TITLEMAX OF GEORGIA, INC. | 582547327 | Finance and insurance | Jan 1, 2024 |
| Atlanta, GA | TM CAPITAL CORP. | 133530307 | Finance and insurance | Jan 1, 2024 |
| Prince George, VA | TOUCHSTONE BANK | 540132540 | Finance and insurance | Jan 1, 2024 |
| Denver, CO | UNIVERSAL LENDING CORPORATION | 840849361 | Finance and insurance | Jan 1, 2024 |
| Jacksonville, FL | US ASSURE INSURANCE SERVICES OF FLORIDA, INC. | 593716329 | Finance and insurance | Jan 1, 2024 |
| Ada, MI | USA FINANCIAL TEAM CORPORATION | 208572355 | Finance and insurance | Jan 1, 2024 |
| Newtown Square, PA | VERITABLE, LP | 200836286 | Finance and insurance | Jan 1, 2024 |
| St Petersburg, FL | WALLACE WELCH & WILLINGHAM INC. | 591203168 | Finance and insurance | Jan 1, 2024 |
| Ann Arbor, MI | WICKFIELD PROPERTIES, LLC | 454680686 | Finance and insurance | Jan 1, 2024 |
| Norfolk, VA | WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC | 542005153 | Finance and insurance | Jan 1, 2024 |
| Norwalk, CT | WILTON RE SERVICES, INC. HEALTH AND WELFARE BENEFITS PLAN | 320132104 | Finance and insurance | Jan 1, 2024 |
| Indianapolis, IN | WINDSOR ADVANTAGE, LLC | 271826201 | Finance and insurance | Jan 1, 2024 |
| Charleston, WV | WV MUNICIPAL LEAGUE | 550521015 | Finance and insurance | Jan 1, 2024 |
| Miami, FL | YGRENE ENERGY FUND, INC. | 273092557 | Finance and insurance | Jan 1, 2024 |
| Harrison, NY | YORK INTERNATIONAL AGENCY HOLDING CO., INC. | 831093517 | Finance and insurance | Jan 1, 2024 |
Alphabetical order — this site ranks no one. Final Form 5500 and 5500-SF filings for the 2024 plan year, as published by the Department of Labor. How to read this.