Benefits broker of record
MARK J MATSOCK & ASSOCIATES INC
MARK J MATSOCK & ASSOCIATES INC is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.
One of 3 offices of MARK J MATSOCK ASSOCIATES INC.
Book profile
MARK J MATSOCK & ASSOCIATES INC brokers 4 insured contracts for 3 employers, all in Arizona.
Health is the largest line (2 contracts), followed by dental (2), vision (1), life (1).
AETNA LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 25%); AMERICAN UNITED LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, DELTA DENTAL OF CALIFORNIA follow.
Renewals concentrate on May 1: 75% of the dated welfare contracts have policy years ending in April, 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 2 · dental 2 · vision 1 · life 1
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 |
|---|---|---|---|
| CARETAKER LANDSCAPE AND TREE MANAGEMENT | GILBERT, AZ | AETNA LIFE INSURANCE COMPANY | May 1FY2025 |
| COURTESY AUTOMOTIVE GROUP | PHOENIX, AZ | AMERICAN UNITED LIFE INSURANCE COMPANY | May 1FY2025 |
| 4FRONT ADVISORS LLC DBA 4FRONT VENTURES | PHOENIX, AZ | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jul 1FY2025 |
| COURTESY AUTOMOTIVE GROUP | PHOENIX, AZ | DELTA DENTAL OF CALIFORNIA | May 1FY2025 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)
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