form5500lookup

Benefits broker of record · ANAHEIM, CA

EOI SERVICE COMPANY INC

EOI SERVICE COMPANY INC of ANAHEIM, CA is named as the broker of record on 158 insurance contracts in public Form 5500 Schedule A filings.

One of 9 offices of EOI SERVICE COMPANY INC.

Contracts brokered
158
Book size
$1M+
Office state
CA

158 contracts on file name EOI SERVICE COMPANY 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

EOI SERVICE COMPANY INC brokers 158 insured contracts for 99 employers, across 27 states, led by IL, CA, FL.

Life is the largest line (59 contracts), followed by disability (46), health (13), dental (6).

METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (47, about 30%); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, RELIASTAR LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA follow.

Renewals concentrate on January 1: 72% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 59 · disability 46 · health 13 · dental 6 · vision 6

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
CRB MANAGEMENT SERVICES, INC.PHOENIX, AZMETROPOLITAN LIFE INSURANCE COMPANYOct 1FY2024
HUB GROUP, INC.OAK BROOK, ILRELIASTAR LIFE INSURANCE COMPANYJan 1FY2025
INSTALLED BUILDING PRODUCTS, LLCCOLUMBUS, OHRELIASTAR LIFE INSURANCE COMPANYJan 1FY2025
UNITED WHOLESALE MORTGAGEPONTIAC, MIUNUM LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
RENOWN HEALTHRENO, NVSTANDARD INSURANCE COMPANYJan 1FY2025
Subscriber access
94

more employers in EOI SERVICE COMPANY 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)

Claude & ChatGPT

Look up records from Claude or ChatGPT

Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.

Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both