Benefits broker of record · RANCHO SANTA FE, CA
ABD INS. AND FINANCIAL SVCS., INC.
ABD INS. AND FINANCIAL SVCS., INC. of RANCHO SANTA FE, CA is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.
One of 10 offices of ABD INS. AND FINANCIAL SVCS., INC..
Book profile
ABD INS. AND FINANCIAL SVCS., INC. brokers 2 insured contracts for 1 employer, all in California.
Dental is the largest line (2 contracts), followed by vision (1).
METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 50%); SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION follow.
Renewals concentrate on July 1: 100% of the dated welfare contracts have policy years ending in June, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
dental 2 · vision 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| SAGE OAK CHARTER SCHOOLS | REDLANDS, CA | METROPOLITAN LIFE INSURANCE COMPANY | Jul 1FY2025 |
| SAGE OAK CHARTER SCHOOLS | REDLANDS, CA | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | Jul 1FY2025 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)
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