Benefits broker of record · SANTA ANA, CA
EOI SERVICE COMPANY INC
EOI SERVICE COMPANY INC of SANTA ANA, CA is named as the broker of record on 67 insurance contracts in public Form 5500 Schedule A filings.
One of 9 offices of EOI SERVICE COMPANY INC.
67 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 67 insured contracts for 51 employers, across 17 states, led by IL, FL, AR.
Life is the largest line (26 contracts), followed by health (15), disability (13), dental (2).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (17, about 25%); AETNA LIFE INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 78% 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.
life 26 · health 15 · disability 13 · dental 2 · vision 2
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 |
|---|---|---|---|
| TRANSAMERICA CORPORATION | CEDAR RAPIDS, IA | TRANSAMERICA LIFE INSURANCE COMPANY | Jan 1FY2024 |
| ENCORE GROUP (USA) LLC | SCHILLER PARK, IL | RELIANCE STANDARD LIFE INSURANCE COMPANY | Jan 1FY2024 |
| INTAT PRECISION, INC. | RUSHVILLE, IN | PRUDENTIAL INSURANCE COMPANY OF AMERICA | Jan 1FY2024 |
| WESTCHESTER COUNTY HEALTH CARE CORPORATION | VALHALLA, NY | LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | Jan 1FY2025 |
| PEO MID-HUDSON VALLEY STAFFCO | POUGHKEEPSIE, NY | LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | Jan 1FY2025 |
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)
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