Benefits broker of record · LAFAYETTE, CA
KESTRA INVESTMENT SERVICES LLC
KESTRA INVESTMENT SERVICES LLC of LAFAYETTE, CA is named as the broker of record on 5 insurance contracts in public Form 5500 Schedule A filings.
One of 33 offices of KESTRA INVESTMENT SERVICES LLC.
5 contracts on file name KESTRA INVESTMENT SERVICES LLC 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
KESTRA INVESTMENT SERVICES LLC brokers 5 insured contracts for 3 employers, all in California.
EMPOWER ANNUITY INSURANCE COMPANY writes the most contracts in the book (2, about 40%); EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA, MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY follow.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
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 |
|---|---|---|---|
| NORCAL RENTAL GROUP LLC | LIVERMORE, CA | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC | —FY2024 |
| NORCAL RENTAL GROUP LLC | LIVERMORE, CA | EMPOWER ANNUITY INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| CENTRAL VALLEY BUILDERS SUPPLY | NAPA, CA | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| CENTRAL VALLEY BUILDERS SUPPLY | NAPA, CA | EMPOWER ANNUITY INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| WARMBOARD, INC. | SCOTTS VALLEY, CA | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC | —FY2025 |
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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