Benefits broker of record · NEWPORT BEACH, CA
ACRISURE SOUTHWEST PARTNERS
ACRISURE SOUTHWEST PARTNERS of NEWPORT BEACH, CA is named as the broker of record on 11 insurance contracts in public Form 5500 Schedule A filings.
One of 3 offices of ACRISURE SOUTHWEST PARTNERS.
11 contracts on file name ACRISURE SOUTHWEST PARTNERS 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 SOUTHWEST PARTNERS brokers 11 insured contracts for 7 employers, all in California.
Health is the largest line (7 contracts), followed by life (6), dental (4), vision (4).
PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (4, about 36%); UNUM LIFE INSURANCE COMPANY OF AMERICA, AETNA HEALTH, INC., AETNA LIFE INSURANCE COMPANY follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 36% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
health 7 · life 6 · dental 4 · vision 4 · disability 3
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 |
|---|---|---|---|
| CITY OF HOPE MEDICAL GROUP, LTD | DUARTE, CA | UNUM LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| EQUITAS ACADEMY CHARTER SCHOOL, INC. | LOS ANGELES, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Jul 1FY2025 |
| ASTROPHYSICS, INC. | CITY OF INDUSTRY, CA | AETNA HEALTH, INC. | Mar 1FY2026 |
| MASS AUTOMOTIVE GROUP | MISSION HILLS, CA | CALIFORNIA PHYSICIANS SERVICE | Jan 1FY2025 |
| ASTROPHYSICS, INC. | CITY OF INDUSTRY, CA | AETNA LIFE INSURANCE COMPANY | Mar 1FY2026 |
more employers in ACRISURE SOUTHWEST PARTNERS'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 2025–2026 on this page)
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