Benefits broker of record · NEWPORT BEACH, CA
BENEFITS AMERICA INS. SRVCS LLC
BENEFITS AMERICA INS. SRVCS LLC of NEWPORT BEACH, CA is named as the broker of record on 7 insurance contracts in public Form 5500 Schedule A filings.
7 contracts on file name BENEFITS AMERICA INS. SRVCS 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
BENEFITS AMERICA INS. SRVCS LLC brokers 7 insured contracts for 3 employers, all in California.
Health is the largest line (3 contracts), followed by dental (3), vision (3), life (2).
AETNA LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 29%); PRINCIPAL LIFE INSURANCE COMPANY, BLUE CROSS OF CALIFORNIA, KAISER FOUNDATION HEALTH PLAN, INC. follow.
Renewals concentrate on October 1: 57% of the dated welfare contracts have policy years ending in September, 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 3 · dental 3 · vision 3 · life 2 · disability 2
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 |
|---|---|---|---|
| MAIN ELECTRIC SUPPLY COMPANY LLC | SANTA ANA, CA | BLUE CROSS OF CALIFORNIA | Oct 1FY2025 |
| SHOPMONKEY INC. | MORGAN HILL, CA | AETNA LIFE INSURANCE COMPANY | Jan 1FY2025 |
| MAIN ELECTRIC SUPPLY COMPANY LLC | SANTA ANA, CA | PRINCIPAL LIFE INSURANCE COMPANY | Oct 1FY2025 |
| ROGER CLEVELAND GOLF CO., INC. | HUNTINGTON BEACH, CA | AETNA LIFE INSURANCE COMPANY | Oct 1FY2025 |
| MAIN ELECTRIC SUPPLY COMPANY LLC | SANTA ANA, CA | LIFE INSURANCE COMPANY OF NORTH AMERICA | Oct 1FY2025 |
more contracts in BENEFITS AMERICA INS. SRVCS 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 year 2025 on this page)
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