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Benefits broker of record · SAN MATEO, CA

LUMITY, INC.

LUMITY, INC. of SAN MATEO, CA is named as the broker of record on 21 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
21
Book size
$100k–1M
States
CA

Clients on file

EmployerCarrierRenews
XORIANT CORPORATIONAETNA LIFE INSURANCE COMPANYDecember
TCGPLAYER, INC.EXCELLUS BLUE CROSS BLUE SHIELDJuly
TASTEMADEUNITEDHEALTHCARE INSURANCE COMPANYDecember
CLUTTER, INC.AETNA LIFE INSURANCE CO.December
BIRDEYE INC.AMERITAS LIFE INSURANCE CORP.December
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16 more plans 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