Benefits broker of record · MISSION VIEJO, CA
HEATH BENEFIT PARTNERS INSURANCE
HEATH BENEFIT PARTNERS INSURANCE of MISSION VIEJO, CA is named as the broker of record on 10 insurance contracts in public Form 5500 Schedule A filings.
10 contracts on file name HEATH BENEFIT PARTNERS INSURANCE 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
HEATH BENEFIT PARTNERS INSURANCE brokers 10 insured contracts for 3 employers, across 2 states, led by CA, IA.
Health is the largest line (5 contracts), followed by life (3), dental (2), vision (1).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (3, about 30%); PRINCIPAL LIFE INSURANCE COMPANY, CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA), KAISER FOUNDATION HEALTH PLAN, INC. follow.
Renewals are spread through the year; December 1 renewals (policy year ends November) are the largest group, at 40% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
health 5 · life 3 · dental 2 · vision 1 · disability 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| IR LABS DE, LLC | WEST DES MOINES, IA | CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) | Jan 1FY2024 |
| COMPASSIONATE CANCER CARE MEDICAL GROUP | FOUNTAIN VALLEY, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Apr 1FY2024 |
| COMPASSIONATE CANCER CARE MEDICAL GROUP | FOUNTAIN VALLEY, CA | UNITEDHEALTHCARE INSURANCE COMPANY | Apr 1FY2024 |
| BELSHIRE ENVIRONMENTAL SERVICES, INC. | FOOTHILL RANCH, CA | PRINCIPAL LIFE INSURANCE COMPANY | Dec 1FY2025 |
| COMPASSIONATE CANCER CARE MEDICAL GROUP | FOUNTAIN VALLEY, CA | PRINCIPAL LIFE INSURANCE COMPANY | Apr 1FY2024 |
more contracts in HEATH BENEFIT PARTNERS INSURANCE'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 2024–2025 on this page)
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