Benefits broker of record · SAN FRANCISCO, CA
ALLIANT INSURANCE SERIVCES INC
ALLIANT INSURANCE SERIVCES INC of SAN FRANCISCO, CA is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.
One of 6 offices of ALLIANT INSURANCE SERIVCES.
Book profile
ALLIANT INSURANCE SERIVCES INC brokers 2 insured contracts for 1 employer, all in California.
Health is the largest line (1 contract), followed by dental (1), vision (1), life (1).
CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 50%); SUN LIFE ASSURANCE COMPANY OF CANADA follow.
Renewals concentrate on April 1: 100% of the dated welfare contracts have policy years ending in March, 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.
health 1 · 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 |
|---|---|---|---|
| INNOPEAK TECHNOLOGY, INC. | PALO ALTO, CA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Apr 1FY2025 |
| INNOPEAK TECHNOLOGY, INC. | PALO ALTO, CA | SUN LIFE ASSURANCE COMPANY OF CANADA | Apr 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)
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