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Benefits broker of record · SAN JOSE, CA

ACRISURE PARTNERS WEST COAST INS SE

ACRISURE PARTNERS WEST COAST INS SE of SAN JOSE, CA is named as the broker of record on 7 insurance contracts in public Form 5500 Schedule A filings.

One of 4 offices of ACRISURE PARTNERS WEST COAST INS SE.

Contracts brokered
7
Book size
$100k–1M
Office state
CA

7 contracts on file name ACRISURE PARTNERS WEST COAST INS SE 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 PARTNERS WEST COAST INS SE brokers 7 insured contracts for 7 employers, across 4 states, led by CA, IL, NY.

Health is the largest line (7 contracts), followed by dental (5), vision (4), life (1).

UNITEDHEALTHCARE INSURANCE COMPANY writes the most contracts in the book (7, about 100%).

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 43% of the dated welfare contracts.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

health 7 · dental 5 · vision 4 · life 1 · disability 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
ACEC LIFE/HEALTH INSURANCE TRUST BENEFIT CONSORTIUMTHE WOODLANDS, TXUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
TRUSTEES OF RESTAURANT & HOSPITALITY ASSOCIATION BENEFIT TRCHICAGO, ILUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2024
TRADEZERO USA INCBROOKLYN, NYUNITEDHEALTHCARE INSURANCE COMPANYMay 1FY2026
TITLE 9 SPORTS, INC.EMERYVILLE, CAUNITEDHEALTHCARE INSURANCE COMPANYApr 1FY2025
VELO3D INCFREMONT, CAUNITEDHEALTHCARE INSURANCE COMPANYJun 1FY2025
Subscriber access
2

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2026 on this page)

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