Benefits broker of record · SACRAMENTO, CA
CAMBRIDGE INVESTMENT RESEARCH INC
CAMBRIDGE INVESTMENT RESEARCH INC of SACRAMENTO, CA is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.
One of 14 offices of CAMBRIDGE INVESTMENT RESEARCH, INC..
Book profile
CAMBRIDGE INVESTMENT RESEARCH INC brokers 2 insured contracts for 2 employers, across 2 states, led by CA, TX.
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA writes the most contracts in the book (2, about 100%).
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
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 |
|---|---|---|---|
| JACKSON AUTOMOTIVE INVESTMENTS, LLC DBA TOYOTA OF ROCKWALL | ROCKWALL, TX | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC | —FY2025 |
| MARK III CONSTRUCTION, INC. | SACRAMENTO, CA | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC | —FY2024 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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