Benefits broker of record · SAN DIEGO, CA
CMR RISK & INSURANCE SVCS INC
CMR RISK & INSURANCE SVCS INC of SAN DIEGO, CA is named as the broker of record on 10 insurance contracts in public Form 5500 Schedule A filings.
One of 2 offices of CMR RISK & INSURANCE SVCS INC.
10 contracts on file name CMR RISK & INSURANCE SVCS 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
CMR RISK & INSURANCE SVCS INC brokers 10 insured contracts for 3 employers, all in California.
Health is the largest line (5 contracts), followed by life (4), dental (3), vision (3).
UNITEDHEALTHCARE INSURANCE COMPANY writes the most contracts in the book (4, about 40%); UNITED OF OMAHA LIFE INSURANCE COMPANY, MEDIEXCEL HEALTH PLAN, CALIFORNIA PHYSICIANS SERVICE follow.
Renewals concentrate on April 1: 80% of the dated welfare contracts have policy years ending in March, 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 5 · life 4 · dental 3 · vision 3 · disability 1
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 |
|---|---|---|---|
| 360 DG, LLC | IRVINE, CA | CALIFORNIA PHYSICIANS SERVICE | Apr 1FY2025 |
| DALTON MOTORS | NATIONAL CITY, CA | UNITEDHEALTHCARE INSURANCE COMPANY | Apr 1FY2025 |
| DALTON MOTORS | NATIONAL CITY, CA | UNITEDHEALTHCARE INSURANCE COMPANY | Apr 1FY2024 |
| DALTON MOTORS | NATIONAL CITY, CA | MEDIEXCEL HEALTH PLAN | Apr 1FY2024 |
| DALTON MOTORS | NATIONAL CITY, CA | MEDIEXCEL HEALTH PLAN | Apr 1FY2025 |
more contracts in CMR RISK & INSURANCE SVCS 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 2024–2025 on this page)
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