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Benefits broker of record · ANAHEIM, CA

CHAD CHRISTOPHER MORROW

CHAD CHRISTOPHER MORROW of ANAHEIM, CA is named as the broker of record on 5 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
5
Book size
$10k–100k
Office state
CA

5 contracts on file name CHAD CHRISTOPHER MORROW 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

CHAD CHRISTOPHER MORROW brokers 5 insured contracts for 1 employer, all in California.

Health is the largest line (3 contracts), followed by dental (1), vision (1), life (1).

KAISER FOUNDATION HEALTH PLAN, INC. writes the most contracts in the book (1, about 20%); PRINCIPAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, UNUM INSURANCE COMPANY follow.

Renewals concentrate on April 1: 60% of the dated welfare contracts have policy years ending in March, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

health 3 · dental 1 · vision 1 · life 1

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  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
COMPASSIONATE CANCER CARE MEDICAL GROUPFOUNTAIN VALLEY, CAKAISER FOUNDATION HEALTH PLAN, INC.Apr 1FY2024
COMPASSIONATE CANCER CARE MEDICAL GROUPFOUNTAIN VALLEY, CAUNITEDHEALTHCARE INSURANCE COMPANYApr 1FY2024
COMPASSIONATE CANCER CARE MEDICAL GROUPFOUNTAIN VALLEY, CAPRINCIPAL LIFE INSURANCE COMPANYApr 1FY2024
COMPASSIONATE CANCER CARE MEDICAL GROUPFOUNTAIN VALLEY, CAUNUM INSURANCE COMPANYMay 1FY2024
COMPASSIONATE CANCER CARE MEDICAL GROUPFOUNTAIN VALLEY, CAUNUM LIFE INSURANCE COMPANY OF AMERICAMay 1FY2024

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2024 on this page)

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