form5500lookup

Benefits broker of record · SAN JOSE, CA

FILICE INSURANCE SERVICES LLC

FILICE INSURANCE SERVICES LLC of SAN JOSE, CA is named as the broker of record on 23 insurance contracts in public Form 5500 Schedule A filings.

One of 8 offices of FILICE INSURANCE SERVICES LLC.

Contracts brokered
23
Book size
$100k–1M
Office state
CA

23 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 23 insured contracts for 17 employers, across 3 states, led by CA, TX, FL.

Disability is the largest line (6 contracts), followed by health (5), life (5), dental (4).

CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the most contracts in the book (5, about 22%); RELIANCE STANDARD LIFE INSURANCE COMPANY, AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD follow.

Renewals concentrate on January 1: 74% 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.

disability 6 · health 5 · life 5 · dental 4 · vision 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
SMTC CORPORATIONFREMONT, CAUNITEDHEALTHCARE INSURANCE COMPANYAug 1FY2025
FIELDTRUE LLCWEST SACRAMENTO, CAREGENCE BLUESHIELDJan 1FY2025
ROCK CAPITAL HOLDINGS, LLC DBA MPOWERHEALTHADDISON, TXRELIANCE STANDARD LIFE INSURANCE COMPANYJan 1FY2025
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLCSAN FRANCISCO, CACIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2024
CLINE CELLARS, INC.SONOMA, CACIGNA HEALTH AND LIFE INSURANCE COMPANYApr 1FY2025
Subscriber access
12

more employers in FILICE INSURANCE SERVICES LLC's book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Subscribe — from $39/moAlready subscribed? Sign in

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)

Claude & ChatGPT

Look up records from Claude or ChatGPT

Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.

Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both

Add to Claude Set up ChatGPT