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 1,004 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
1,004
Book size
$1M+
States
CA
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| MERIDIANLINK, INC. | UNITEDHEALTHCARE INSURANCE COMPANY | December |
| MERIDIANLINK, INC. | UNITEDHEALTHCARE INSURANCE COMPANY | December |
| ALTERN MARKETING, LLC | AETNA LIFE INSURANCE COMPANY | December |
| CALIFORNIA CLOSETS HOLDING | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | December |
| ALTERYX, INC. | BLUE CROSS OF CALIFORNIA | December |
Subscriber access
999 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