Benefits broker of record · TUSTIN, CA
INTELLIBENEFITS INS SERVICES, INC.
INTELLIBENEFITS INS SERVICES, INC. of TUSTIN, CA is named as the broker of record on 6 insurance contracts in public Form 5500 Schedule A filings.
6 contracts on file name INTELLIBENEFITS INS SERVICES, INC. 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
INTELLIBENEFITS INS SERVICES, INC. brokers 6 insured contracts for 2 employers, all in California.
Health is the largest line (5 contracts), followed by dental (1), vision (1), life (1).
AETNA HEALTH, INC. writes the most contracts in the book (1, about 17%); AETNA LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, HEALTH NET follow.
Renewals concentrate on July 1: 67% of the dated welfare contracts have policy years ending in June, so most of the book comes up for review at once.
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 · dental 1 · vision 1 · life 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 |
|---|---|---|---|
| MORTON GRINDING INC. | LANCASTER, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Oct 1FY2025 |
| SAFEWAY BUILDING SYSTEMS, INC. | RIVERSIDE, CA | AETNA HEALTH, INC. | Jul 1FY2025 |
| MORTON GRINDING INC. | LANCASTER, CA | HEALTH NET | Oct 1FY2025 |
| SAFEWAY BUILDING SYSTEMS, INC. | RIVERSIDE, CA | AETNA LIFE INSURANCE COMPANY | Jul 1FY2025 |
| SAFEWAY BUILDING SYSTEMS, INC. | RIVERSIDE, CA | PRINCIPAL LIFE INSURANCE COMPANY | Jul 1FY2025 |
more contract in INTELLIBENEFITS INS SERVICES, INC.'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 year 2025 on this page)
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