Benefits broker of record · CONCORD, CA
CLAREMONT BUSINESS GROUP, INC.
CLAREMONT BUSINESS GROUP, INC. of CONCORD, CA is named as the broker of record on 10 insurance contracts in public Form 5500 Schedule A filings.
10 contracts on file name CLAREMONT BUSINESS GROUP, INC. 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
CLAREMONT BUSINESS GROUP, INC. brokers 10 insured contracts for 10 employers, all in California.
Health is the largest line (9 contracts), followed by dental (3), vision (3).
CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) writes the most contracts in the book (4, about 40%); CALIFORNIA PHYSICIANS SERVICE, PRINCIPAL LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 80% of the dated welfare contracts have policy years ending in December, 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 9 · dental 3 · vision 3
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| SUNGROW USA CORPORATION | COSTA MESA, CA | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| BROWN & RIDING INSURANCE SERVICES, INC. | LOS ANGELES, CA | CALIFORNIA PHYSICIANS SERVICE | Sep 1FY2025 |
| REFLEXION MEDICAL | HAYWARD, CA | CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) | Jan 1FY2024 |
| PRIVATE HEALTH MANAGEMENT INC | GLENDALE, CA | CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) | Jan 1FY2025 |
| AUTONOMIC, LLC | PALO ALTO, CA | CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) | Jan 1FY2023 |
more employers in CLAREMONT BUSINESS GROUP, INC.'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 years 2023–2025 on this page)
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both