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Benefits broker of record · LONG BEACH, CA

LISA BETH HOLMES

LISA BETH HOLMES of LONG BEACH, CA is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
3
Book size
$10k–100k
Office state
CA

Book profile

LISA BETH HOLMES brokers 3 insured contracts for 1 employer, all in California.

Health is the largest line (2 contracts), followed by dental (1), vision (1), life (1).

AETNA HEALTH, INC. writes the most contracts in the book (1, about 33%); AETNA LIFE INSURANCE COMPANY, BLUE SHIELD OF CALIFORNIA LIFE HEALTH INSURANCE COMPANY follow.

Renewals concentrate on February 1: 100% of the dated welfare contracts have policy years ending in January, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

health 2 · dental 1 · vision 1 · life 1

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  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
SANTA MARGARITA FORDRANCHO SANTA MARGARITA, CAAETNA HEALTH, INC.Feb 1FY2026
SANTA MARGARITA FORDRANCHO SANTA MARGARITA, CAAETNA LIFE INSURANCE COMPANYFeb 1FY2026
SANTA MARGARITA FORDRANCHO SANTA MARGARITA, CABLUE SHIELD OF CALIFORNIA LIFE HEALTH INSURANCE COMPANYFeb 1FY2026

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2026 on this page)

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