Benefits broker of record · SAN JOSE, CA
ABD INS. AND FINANCIAL SVCS., INC.
ABD INS. AND FINANCIAL SVCS., INC. of SAN JOSE, CA is named as the broker of record on 5 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
5
Book size
$100k–1M
States
CA
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| PLANET LABS PBC | UNITEDHEALTHCARE INSURANCE COMPANY | December |
| BAY EQUITY, LLC | UNITEDHEALTHCARE INSURANCE COMPANY | December |
| DEL GRANDE DEALER GROUP | SUTTER HEALTH PLAN | December |
| CAMINAR | SUTTER HEALTH PLAN | June |
Subscriber access
1 more plans in ABD INS. AND FINANCIAL SVCS., INC.'s book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A