form5500lookup

Benefits broker of record · SACRAMENTO, CA

J D ALLMAN, INC.

J D ALLMAN, INC. of SACRAMENTO, CA is named as the broker of record on 8 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
8
Book size
$100k–1M
States
CA

Book profile

J D ALLMAN, INC. brokers 8 insured contracts for 3 employers covering 2,340 people, across 2 states, led by CA, IL.

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

KAISER FOUNDATION HEALTH PLAN, INC. writes the most contracts in the book (3, about 38%); EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., METROPOLITAN LIFE INSURANCE COMPANY, RELIASTAR LIFE INSURANCE COMPANY follow.

Renewals concentrate in December — 63% of contracts — so most of the book comes up for review at once.

Employer states
Lines of coverage

health 3 · vision 1 · life 1 · disability 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
WESTERN DENTAL SERVICES, INC.ORANGE, CAKAISER FOUNDATION HEALTH PLAN, INC.December
WESTERN DENTAL SERVICES, INC.ORANGE, CAKAISER FOUNDATION HEALTH PLAN, INC.December
TARDITI, INC.LODI, CAKAISER FOUNDATION HEALTH PLAN, INC.December
WESTERN DENTAL SERVICES, INC.ORANGE, CAMETROPOLITAN LIFE INSURANCE COMPANYDecember
WESTERN DENTAL SERVICES, INC.ORANGE, CARELIASTAR LIFE INSURANCE COMPANYSeptember
Subscriber access
1

more plans in J D ALLMAN, 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