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Benefits broker of record · VALENCIA, CA

CREATIVA ASSOCIATES FINANCIAL

CREATIVA ASSOCIATES FINANCIAL of VALENCIA, CA is named as the broker of record on 8 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
8
Book size
$100k–1M
States
CA

Book profile

CREATIVA ASSOCIATES FINANCIAL brokers 8 insured contracts for 5 employers covering 69,980 people, across 4 states, led by DC, IA, NY.

Life is the largest line (3 contracts), followed by disability (3), health (1), dental (1).

SECURIAN LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 25%); DELAWARE AMERICAN LIFE INSURANCE OF AMERICA, LINCOLN NATIONAL LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY follow.

Renewals concentrate in December — 100% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

life 3 · disability 3 · health 1 · dental 1 · vision 1

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
MARATHON PETROLEUM COMPANY LPFINDLAY, OHMETROPOLITAN LIFE INSURANCE COMPANYDecember
DANFOSS POWER SOLUTIONS (US) COMPANYAMES, IASECURIAN LIFE INSURANCE COMPANYDecember
GEORGETOWN UNIVERSITYWASHINGTON, DCCIGNA HEALTH AND LIFE INSURANCE COMPANYDecember
DANFOSS POWER SOLUTIONS (US) COMPANYAMES, IALINCOLN NATIONAL LIFE INSURANCE COMPANYDecember
MARATHON PETROLEUM COMPANY LPFINDLAY, OHMETLIFE LEGAL PLANSDecember
Subscriber access
3

more plans in CREATIVA ASSOCIATES FINANCIAL's book

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