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Benefits broker of record · NAPA, CA

FOUNDATION RISK PARTNERS, CORP

FOUNDATION RISK PARTNERS, CORP of NAPA, CA is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.

One of 54 offices of FOUNDATION RISK PARTNERS.

Contracts brokered
2
Book size
under $10k
Office state
CA

Book profile

FOUNDATION RISK PARTNERS, CORP brokers 2 insured contracts for 1 employer, all in California.

Dental is the largest line (1 contract), followed by vision (1), life (1), disability (1).

METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 50%); PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD follow.

Renewals concentrate on July 1: 50% of the dated welfare contracts have policy years ending in June, 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 1 · vision 1 · life 1 · 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
FIOR DI SOLE LLCNAPA, CAMETROPOLITAN LIFE INSURANCE COMPANYJul 1FY2025
FIOR DI SOLE LLCNAPA, CAPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELDOct 1FY2025

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)

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