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 15 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
15
Book size
$100k–1M
States
CA
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| SEQUOIA LIVING | KAISER FOUNDATION HEALTH PLAN, INC. | March |
| CUTERA, INC. | KAISER FOUNDATION HEALTH PLAN, INC. | December |
| SEQUOIA LIVING | HEALTH NET | March |
| HORIZON MEDIA HOLDINGS, LLC | STANDARD OF NEW YORK | June |
| HORIZON MEDIA HOLDINGS, LLC | STANDARD INSURANCE COMPANY | June |
Subscriber access
10 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