Benefits broker of record · PETALUMA, CA
CAPITAL PEAK LLC
CAPITAL PEAK LLC of PETALUMA, CA is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
4
Book size
$1M+
States
CA
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| BOARD OF TRUSTEES, SAN MATEO ELECTRICAL WORKERS HEALTH PLAN | SUN LIFE ASSURANCE COMPANY OF CANADA | May |
| LEWIS, BRISBOIS, BISGAARD & SMITH, LLP | SUN LIFE ASSURANCE COMPANY OF CANADA | July |
| SMART LOCAL 27 HEALTH AND WELFARE FUND TRUSTEES | SUN LIFE ASSURANCE COMPANY OF CANADA | December |
| PARAMOUNT APPAREL INTERNATIONAL | SUN LIFE ASSURANCE COMPANY OF CANADA | June |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A