Benefits broker of record · SAN MATEO, CA
ABD INSURANCE & FINANCIAL SVCS, INC
ABD INSURANCE & FINANCIAL SVCS, INC of SAN MATEO, CA is named as the broker of record on 10 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
10
Book size
$100k–1M
States
CA
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| JADE GLOBAL, INC. | AETNA LIFE INSURANCE CO. | December |
| CERTINIA INC. | LINCOLN NATIONAL LIFE INSURANCE COMPANY | December |
| CERTINIA INC. | KAISER FOUNDATION HEALTH PLAN, INC. | December |
| JADE GLOBAL, INC. | UNUM LIFE INSURANCE COMPANY OF AMERICA | December |
| CERTINIA INC. | NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA | April |
Subscriber access
5 more plans in ABD INSURANCE & 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