Benefits broker of record · ROSEVILLE, CA
EXPERTQUOTE, INC.
EXPERTQUOTE, INC. of ROSEVILLE, CA is named as the broker of record on 63 insurance contracts in public Form 5500 Schedule A filings.
One of 2 offices of EXPERTQUOTE, INC..
63 contracts on file name EXPERTQUOTE, 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
EXPERTQUOTE, INC. brokers 63 insured contracts for 20 employers, across 2 states, led by CA, TX.
Health is the largest line (29 contracts), followed by life (20), vision (17), dental (16).
KAISER FOUNDATION HEALTH PLAN, INC. writes the most contracts in the book (16, about 25%); TRANSAMERICA LIFE INSURANCE COMPANY, DELTA DENTAL OF CALIFORNIA, PRINCIPAL LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 53% 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.
health 29 · life 20 · vision 17 · dental 16 · disability 13
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 |
|---|---|---|---|
| SAN JOSE SHARKS, LLC | SAN JOSE, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2024 |
| SANTA CRUZ SEASIDE COMPANY | SANTA CRUZ, CA | CALIFORNIA PHYSICIANS SERVICE | Jan 1FY2025 |
| CORDEVALLE L.P. | SAN MARTIN, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2023 |
| PACIFIC GROSERVICE, INC. | SAN JOSE, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Aug 1FY2025 |
| SAN JOSE SHARKS, LLC | SAN JOSE, CA | BLUE CROSS OF CALIFORNIA | Jan 1FY2024 |
more employers in EXPERTQUOTE, 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 2023–2025 on this page)
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