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Benefits broker of record · SAN CLEMENTE, CA

DOUGLAS-MCCARTY INSURANCE SERVICES

DOUGLAS-MCCARTY INSURANCE SERVICES of SAN CLEMENTE, CA is named as the broker of record on 55 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
55
Book size
$100k–1M
Office state
CA

55 contracts on file name DOUGLAS-MCCARTY INSURANCE SERVICES 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

DOUGLAS-MCCARTY INSURANCE SERVICES brokers 55 insured contracts for 7 employers, all in California.

Health is the largest line (24 contracts), followed by disability (13), dental (8), vision (7).

STANDARD INSURANCE COMPANY writes the most contracts in the book (41, about 75%); BLUE CROSS OF CALIFORNIA, KAISER PERMANENTE, ARMADACARE follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 47% of the dated welfare contracts.

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 24 · disability 13 · dental 8 · vision 7 · life 7

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
INDIE LLCALISO VIEJO, CABLUE CROSS OF CALIFORNIADec 1FY2024
DMG CORPORATIONORANGE, CABLUE CROSS OF CALIFORNIAJun 1FY2025
WEST VALLEY CONSTRUCTION COMPANY, INC.CAMPBELL, CABLUE CROSS OF CALIFORNIAJan 1FY2024
CROWN HARDWARE INC.HUNTINGTON BEACH, CANIPPON LIFE INSURANCE COMPANY OF AMERICANov 1FY2024
BLUE-WHITE INDUSTRIES LTDHUNTINGTON BEACH, CAHEALTH NETJan 1FY2024
Subscriber access
2

more employers in DOUGLAS-MCCARTY INSURANCE SERVICES'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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