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Benefits broker of record · MORAGA, CA

FILICE INSURANCE SERVICES LLC

FILICE INSURANCE SERVICES LLC of MORAGA, CA is named as the broker of record on 20 insurance contracts in public Form 5500 Schedule A filings.

One of 8 offices of FILICE INSURANCE SERVICES LLC.

Contracts brokered
20
Book size
$10k–100k
Office state
CA

20 contracts on file name FILICE INSURANCE SERVICES LLC 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 SERVICES LLC brokers 20 insured contracts for 17 employers, across 4 states, led by CA, NJ, TX.

Dental is the largest line (11 contracts), followed by vision (6), health (3), life (3).

METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (10, about 50%); METROPOLITAN GENERAL INSURANCE COMPANY, HOMETOWN HEALTH, METLIFE LEGAL PLANS follow.

Renewals concentrate on January 1: 70% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

dental 11 · vision 6 · health 3 · life 3 · disability 1

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
DONOR NETWORK WESTSAN RAMON, CAHOMETOWN HEALTHJan 1FY2024
TENDERLOIN NEIGHBORHOOD DEVELOPMENT CORPORATIONSAN FRANCISCO, CAMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2024
CALSON MANAGEMENTVACAVILLE, CAMETROPOLITAN LIFE INSURANCE COMPANYJun 1FY2025
BRIDGEPOINTE TECHNOLOGIES, LLCSAN MATEO, CAMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2024
MACKAY & SOMPS CIVIL ENGINEERS, INCPLEASANTON, CAMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2024
Subscriber access
12

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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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