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Benefits broker of record · SANTA CRUZ, CA

ACRISURE OF CALIFORNIA LLC

ACRISURE OF CALIFORNIA LLC of SANTA CRUZ, CA is named as the broker of record on 23 insurance contracts in public Form 5500 Schedule A filings.

One of 37 offices of ACRISURE OF CALIFORNIA LLC.

Contracts brokered
23
Book size
$100k–1M
Office state
CA

23 contracts on file name ACRISURE OF CALIFORNIA LLC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.

Book profile

ACRISURE OF CALIFORNIA LLC brokers 23 insured contracts for 15 employers, all in California.

Dental is the largest line (6 contracts), followed by life (6), health (5), vision (4).

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (7, about 30%); UNUM LIFE INSURANCE COMPANY OF AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 52% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

dental 6 · life 6 · health 5 · vision 4 · disability 3 · stop-loss 1

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
TAVANT TECHNOLOGIES, INC.SANTA CLARA, CACIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2024
IN-SHAPE SOLUTIONS LLCSTOCKTON, CAUNITEDHEALTHCARE INSURANCE COMPANYAug 1FY2025
GARDNER FAMILY HEALTH NETWORK, INC.SAN JOSE, CASWISS RE CORPORATE SOLUTIONS AMERICA INS. CORP.Jan 1FY2025
EXCITE CREDIT UNIONSAN JOSE, CACIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
CSG CONSULTANTS, INC.FOSTER CITY, CACIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
Subscriber access
10

more employers in ACRISURE OF CALIFORNIA LLC'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 · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)

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