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 11 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
11
Book size
$1M+
States
CA
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| AUTOMATTIC INC. | AETNA LIFE INSURANCE COMPANY | December |
| BETTERMENT HOLDINGS, INC. | AETNA LIFE INSURANCE CO. | December |
| ESHARES, INC. | AETNA LIFE INSURANCE COMPANY | December |
| INVOCA, INC. | AETNA LIFE INSURANCE COMPANY | December |
| INSTAWORK | AETNA LIFE INSURANCE COMPANY | March |
Subscriber access
6 more plans in LUMITY INSURANCE SERVICES, 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