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Benefits broker of record · SAN MATEO, CA

GREGORY S GOLUB

GREGORY S GOLUB of SAN MATEO, CA is named as the broker of record on 5 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
5
Book size
$10k–100k
States
CA

Book profile

GREGORY S GOLUB brokers 5 insured contracts for 3 employers covering 612 people, across 2 states, led by ID, TN.

Health is the largest line (3 contracts), followed by vision (1).

BLUE CROSS OF IDAHO writes the most contracts in the book (2, about 40%); BLUE CROSS AND BLUE SHIELD OF TENNESSEE, UNITED HERITAGE LIFE INSURANCE COMPANY follow.

Renewals concentrate in December — 80% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

health 3 · vision 1

Renewals by month
  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
ENGAGE TECHNOLOGIES GROUP, INCMERIDIAN, IDBLUE CROSS OF IDAHODecember
BELLHOP, INC.CHATTANOOGA, TNBLUE CROSS AND BLUE SHIELD OF TENNESSEEDecember
AMERICAN FOOD EQUIPMENT COMPANYCALDWELL, IDBLUE CROSS OF IDAHODecember
AMERICAN FOOD EQUIPMENT COMPANYCALDWELL, IDUNITED HERITAGE LIFE INSURANCE COMPANYDecember

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A