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Benefits broker of record · SAN MATEO, CA

LUMITY INSURANCE SERVICES, INC.

LUMITY INSURANCE SERVICES, INC. of SAN MATEO, CA is named as the broker of record on 8 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
8
Book size
$1M+
States
CA

Book profile

LUMITY INSURANCE SERVICES, INC. brokers 8 insured contracts for 6 employers covering 5,226 people, across 3 states, led by CA, NY, FL.

Health is the largest line (6 contracts), followed by dental (5), vision (2).

AETNA LIFE INSURANCE COMPANY writes the most contracts in the book (3, about 38%); AETNA LIFE INSURANCE CO., AETNA LIFE INSURANCE CO follow.

Renewals concentrate in December — 63% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

health 6 · dental 5 · vision 2

Renewals by month
  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
AUTOMATTIC INC.SAN FRANCISCO, CAAETNA LIFE INSURANCE COMPANYDecember
ESHARES, INC.SAN FRANCISCO, CAAETNA LIFE INSURANCE COMPANYDecember
BETTERMENT HOLDINGS, INC.NEW YORK, NYAETNA LIFE INSURANCE CO.December
INSTAWORKSAN FRANCISCO, CAAETNA LIFE INSURANCE COMPANYMarch
ANDELA, INC.NEW YORK, NYAETNA LIFE INSURANCE CODecember
Subscriber access
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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A