Benefits broker of record · ALISO VIEJO, CA
ACRISURE SOUTHWEST PARTNERS INSURAN
ACRISURE SOUTHWEST PARTNERS INSURAN of ALISO VIEJO, CA is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.
One of 5 offices of ACRISURE SOUTHWEST PARTNERS INSURAN.
Book profile
ACRISURE SOUTHWEST PARTNERS INSURAN brokers 2 insured contracts for 2 employers, across 2 states, led by CA, NY.
Dental is the largest line (1 contract), followed by vision (1), life (1), disability (1).
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (2, about 100%).
Renewals concentrate on May 1: 50% of the dated welfare contracts have policy years ending in April, 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.
dental 1 · vision 1 · 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.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| TRADEZERO USA INC | BROOKLYN, NY | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | May 1FY2026 |
| R. H. PETERSON CO. | CITY OF INDUSTRY, CA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Aug 1FY2025 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2025–2026 on this page)
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