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Benefits broker of record · SAN JOSE, CA

FILICE INSURANCE AGENCY

FILICE INSURANCE AGENCY of SAN JOSE, CA is named as the broker of record on 22 insurance contracts in public Form 5500 Schedule A filings.

One of 5 offices of FILICE INSURANCE AGENCY.

Contracts brokered
22
Book size
$100k–1M
Office state
CA

22 contracts on file name FILICE INSURANCE AGENCY 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

FILICE INSURANCE AGENCY brokers 22 insured contracts for 18 employers, all in California.

Health is the largest line (11 contracts), followed by dental (6), life (4), vision (3).

PREMIER ACCESS INSURANCE COMPANY writes the most contracts in the book (4, about 18%); ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., PRUDENTIAL INSURANCE COMPANY OF AMERICA follow.

Renewals concentrate on January 1: 77% 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.

health 11 · dental 6 · life 4 · vision 3 · disability 3

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
CALIFORNIA INDEPENDENT SYSTEM OPERATORFOLSOM, CAANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANYJan 1FY2024
PATRIOT ENVIRONMENTAL SERVICES, INC.SIGNAL HILL, CAANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANYJan 1FY2024
ALPHA & OMEGA SEMICONDUCTOR, INCSUNNYVALE, CAKAISER FOUNDATION HEALTH PLAN OF THE NORTHWESTJan 1FY2024
BYNDER LLCSAN CARLOS, CACALIFORNIA PHYSICIANS SERVICEJan 1FY2025
AUTONOMIC, LLCPALO ALTO, CACALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)Jan 1FY2023
Subscriber access
13

more employers in FILICE INSURANCE AGENCY'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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