Benefits broker of record · SAN MATEO, CA
ABD INS & FINANCIAL SERVICES, INC.
ABD INS & FINANCIAL SERVICES, INC. of SAN MATEO, CA is named as the broker of record on 19 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
19
Book size
$100k–1M
States
CA
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| CENTRIC SOFTWARE, INC. | CAMPBELL, CA | BLUE CROSS OF CALIFORNIA | December |
| SEQUOIA LIVING | SAN FRANCISCO, CA | KAISER FOUNDATION HEALTH PLAN, INC. | March |
| CENTRIC SOFTWARE, INC. | CAMPBELL, CA | PRUDENTIAL INSURANCE COMPANY OF AMERICA | December |
| CUTERA, INC. | BRISBANE, CA | KAISER FOUNDATION HEALTH PLAN, INC. | December |
| SEQUOIA LIVING | SAN FRANCISCO, CA | HEALTH NET | March |
Subscriber access
14 more plans in ABD INS & FINANCIAL SERVICES, 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