Benefits broker of record · SAN MATEO, CA
LUMITY, INC
LUMITY, INC of SAN MATEO, CA is named as the broker of record on 17 insurance contracts in public Form 5500 Schedule A filings.
One of 3 offices of LUMITY, INC..
17 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 17 insured contracts for 10 employers, across 3 states, led by CA, NY, PA.
Health is the largest line (9 contracts), followed by dental (6), vision (6), life (6).
KAISER FOUNDATION HEALTH PLAN, INC. writes the most contracts in the book (4, about 24%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, AMERITAS LIFE INSURANCE CORP., UNITEDHEALTHCARE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 88% 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 9 · dental 6 · vision 6 · life 6 · disability 5
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 |
|---|---|---|---|
| TCGPLAYER, INC. | SYRACUSE, NY | EXCELLUS BLUE CROSS BLUE SHIELD | Aug 1FY2023 |
| TASTEMADE | SANTA MONICA, CA | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2023 |
| I2C, INC | REDWOOD CITY, CA | CALIFORNIA PHYSICIANS SERVICE | Jan 1FY2024 |
| CLUTTER, INC. | ROYERSFORD, PA | AETNA LIFE INSURANCE COMPANY | Jan 1FY2023 |
| TASTEMADE | SANTA MONICA, CA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2023 |
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 2023–2024 on this page)
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