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Benefits broker of record · EL SEGUNDO, CA

CETERA ADVISORS LLC

CETERA ADVISORS LLC of EL SEGUNDO, CA is named as the broker of record on 29 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
29
Book size
$100k–1M
States
CA

Book profile

CETERA ADVISORS LLC brokers 29 insured contracts for 22 employers covering 5,667 people, across at least 6 states, led by AZ, CA, NC.

PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (4, about 14%); VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY, JOHN HANCOCK LIFE INSURANCE COMPANY, TRANSAMERICA LIFE INSURANCE COMPANY follow.

Renewals concentrate in December — 76% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Renewals by month
  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
GOVERNOR AND COMPANY OF THE BANK OF IRELANDSTAMFORD, CTPRINCIPAL LIFE INSURANCE COMPANYDecember
KLINE GALLAND CENTERSEATTLE, WALINCOLN NATIONAL LIFE INSURANCE COMPANYDecember
SPORTS WAREHOUSE, INC.SAN LUIS OBISPO, CAJOHN HANCOCK LIFE INSURANCE COMPANYDecember
WMG SERVICES, LLCBOSTON, MAJOHN HANCOCK LIFE INSURANCE COMPANYDecember
PERSEFONI AI INC.MESA, AZVOYA RETIREMENT INSURANCE AND ANNUITY COMPANYDecember
Subscriber access
18

more plans in CETERA ADVISORS LLC's book

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A