Benefits broker of record · SANTA MONICA, CA
JAMES P. BENNETT & COMPANY
JAMES P. BENNETT & COMPANY of SANTA MONICA, CA is named as the broker of record on 37 insurance contracts in public Form 5500 Schedule A filings.
One of 2 offices of JAMES P. BENNETT & COMPANY.
37 contracts on file name JAMES P. BENNETT & COMPANY 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
JAMES P. BENNETT & COMPANY brokers 37 insured contracts for 7 employers, across 2 states, led by CA, NV.
Health is the largest line (10 contracts), followed by dental (8), vision (7), life (7).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (22, about 59%); KAISER FOUNDATION HEALTH PLAN, INC., ANTHEM BLUE CROSS, FEDERAL INSURANCE COMPANY follow.
Renewals concentrate on March 1: 76% of the dated welfare contracts have policy years ending in February, 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 10 · dental 8 · vision 7 · life 7 · disability 7 · stop-loss 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 |
|---|---|---|---|
| UTILITY TRAILER MANUFACTURING COMPANY, LLC | CITY OF INDUSTRY, CA | ANTHEM BLUE CROSS | Mar 1FY2025 |
| HCEW INC | CITY OF INDUSTRY, CA | ANTHEM BLUE CROSS | Mar 1FY2025 |
| GREATER LAS VEGAS CHAMBER OF COMMERCE | LAS VEGAS, NV | ROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE, INC. | Jul 1FY2025 |
| GREATER LAS VEGAS CHAMBER OF COMMERCE | LAS VEGAS, NV | ROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE, INC. | Jul 1FY2025 |
| UTILITY TRAILER MANUFACTURING COMPANY, LLC | CITY OF INDUSTRY, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Mar 1FY2025 |
more employers in JAMES P. BENNETT & COMPANY'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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