Benefits broker of record · MORAGA, CA
ACRISURE
ACRISURE of MORAGA, CA is named as the broker of record on 1 insurance contract in public Form 5500 Schedule A filings.
One of 118 offices of ACRISURE LLC.
Book profile
ACRISURE brokers 1 insured contract for 1 employer, all in California.
Life is the largest line (1 contract), followed by disability (1).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 100%).
Renewals concentrate on January 1: 100% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
life 1 · disability 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| MONTERRA CREDIT UNION | REDWOOD CITY, CA | UNITED OF OMAHA LIFE INSURANCE COMPANY | Jan 1FY2025 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both