Benefits broker of record · SAN FRANCISCO, CA
LUMITY, INC.
LUMITY, INC. of SAN FRANCISCO, CA is named as the broker of record on 45 insurance contracts in public Form 5500 Schedule A filings.
One of 3 offices of LUMITY, INC..
45 contracts on file name LUMITY, 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
LUMITY, INC. brokers 45 insured contracts for 24 employers, across 8 states, led by CA, NY, TX.
Health is the largest line (20 contracts), followed by disability (19), life (16), dental (12).
CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the most contracts in the book (6, about 13%); KAISER FOUNDATION HEALTH PLAN, INC., LIFE INSURANCE COMPANY OF NORTH AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 87% of the dated welfare contracts have policy years ending in December, 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 20 · disability 19 · life 16 · dental 12 · vision 12
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 |
|---|---|---|---|
| TALKDESK, INC. | COVINA, CA | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| SQUARETRADE, INC. | BRISBANE, CA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2024 |
| WHATNOT | CULVER CITY, CA | BLUE CROSS OF CALIFORNIA | Jan 1FY2024 |
| AXTRIA INC | BERKELEY HEIGHTS, NJ | HORIZON HEALTHCARE SERVICES, INC. | Jan 1FY2025 |
| URSA MAJOR TECHNOLOGIES, INC | BERTHOUD, CO | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
more employers in LUMITY, 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 years 2024–2025 on this page)
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