Benefits broker of record · SAN JOSE, CA
EXPERTQUOTE, INC
EXPERTQUOTE, INC of SAN JOSE, CA is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.
One of 2 offices of EXPERTQUOTE, INC..
Book profile
EXPERTQUOTE, INC brokers 3 insured contracts for 2 employers, all in California.
Dental is the largest line (2 contracts), followed by health (1), vision (1).
CALIFORNIACHOICE writes the most contracts in the book (1, about 33%); CHOICEBUILDER, DELTA DENTAL OF CALIFORNIA follow.
Renewals concentrate on July 1: 67% of the dated welfare contracts have policy years ending in June, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
- CALIFORNIACHOICE1
- CHOICEBUILDER1
- DELTA DENTAL OF CALIFORNIA1
Counted by each employer's own state. Largest first.
Contracts by line.
dental 2 · health 1 · vision 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| NATIONAL HOME HEALTH STAFFING | SAN JOSE, CA | CALIFORNIACHOICE | Jul 1FY2025 |
| NATIONAL HOME HEALTH STAFFING | SAN JOSE, CA | CHOICEBUILDER | Jul 1FY2025 |
| BRILLIANT GENERAL MAINTENANCE | SAN JOSE, CA | DELTA DENTAL OF CALIFORNIA | Jan 1FY2024 |
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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