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Benefits broker of record · SAN MATEO, CA

ABD INS. AND FINANCIAL SVCS., INC.

ABD INS. AND FINANCIAL SVCS., INC. of SAN MATEO, CA is named as the broker of record on 1,021 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
1,021
Book size
$1M+
States
CA

Clients on file

EmployerLocationCarrierRenews
MERIDIANLINK, INC.IRVINE, CAUNITEDHEALTHCARE INSURANCE COMPANYDecember
MERIDIANLINK, INC.IRVINE, CAUNITEDHEALTHCARE INSURANCE COMPANYDecember
TSMC ARIZONA CORPORATIONPHOENIX, AZCONTINENTAL AMERICAN INSURANCE COMPANYDecember
SHIELD AI, INC.SAN DIEGO, CACIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATESApril
MELTWATER NEWS US INC.REDWOOD CITY, CABLUE CROSS OF CALIFORNIADecember
Subscriber access

1,016 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