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Benefits broker of record · SAN FRANCISCO, CA

ENROLLEASE

ENROLLEASE of SAN FRANCISCO, CA is named as the broker of record on 168 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
168
Book size
$100k–1M
States
CA

Book profile

ENROLLEASE brokers 168 insured contracts for 10 employers covering 2,437 people, across at least 6 states, led by CA, DE, FL.

Life is the largest line (10 contracts), followed by dental (8), disability (8), vision (7).

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (5, about 3%); GUARDIAN, GUARDIAN LIFE INSURANCE COMPANY OF AMERICA follow.

Renewals are spread through the year; December is the busiest month at 2% of contracts.

Employer states
Lines of coverage

life 10 · dental 8 · disability 8 · vision 7 · health 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
DEVELOPMENTAL SERVICES INCCOLUMBUS, INTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAJune
RAINTANK, INC.WILMINGTON, DETHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADecember
SWARTLEY BROTHERS ENGINEERS INCSOUDERTON, PATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADecember
VIRTUOUS MANAGEMENT GROUPMIRAMAR BEACH, FLGUARDIANNovember
OXFORD PREPARATORY ACADEMYALISO VIEJO, CATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAJune
Subscriber access
5

more plans in ENROLLEASE'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