Benefits broker of record · PHOENIX, AZ
CRC BENEFITS
CRC BENEFITS of PHOENIX, AZ is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.
One of 6 offices of CRC BENEFITS.
Book profile
CRC BENEFITS brokers 4 insured contracts for 4 employers, across 4 states, led by CA, DE, MS.
Stop-loss is the largest line (3 contracts), followed by health (1).
BERKLEY LIFE AND HEALTH INSURANCE COMPANY writes the most contracts in the book (1, about 25%); FIDELITY SECURITY LIFE INSURANCE COMPANY, QBE INSURANCE, TOKIO MARINE follow.
Renewals concentrate on January 1: 75% 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.
stop-loss 3 · health 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 |
|---|---|---|---|
| UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY | FRESNO, CA | QBE INSURANCE | Jan 1FY2025 |
| NEEL-SCHAFFER, INC. | JACKSON, MS | TOKIO MARINE | Jan 1FY2025 |
| LA MONTANITA CO-OP | ALBUQUERQUE, NM | FIDELITY SECURITY LIFE INSURANCE COMPANY | Nov 1FY2025 |
| DELAWARE STANDARDBRED OWNERS ASSOCIATION, INC. | DOVER, DE | BERKLEY LIFE AND HEALTH INSURANCE COMPANY | Jan 1FY2025 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)
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