form5500lookup

Benefits broker of record · PHOENIX, AZ

MARK J MATSOCK ASSOCIATES INC

MARK J MATSOCK ASSOCIATES INC of PHOENIX, AZ is named as the broker of record on 30 insurance contracts in public Form 5500 Schedule A filings.

One of 3 offices of MARK J MATSOCK ASSOCIATES INC.

Contracts brokered
30
Book size
$100k–1M
Office state
AZ

30 contracts on file name MARK J MATSOCK ASSOCIATES 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

MARK J MATSOCK ASSOCIATES INC brokers 30 insured contracts for 7 employers, across 2 states, led by AZ, NV.

Health is the largest line (9 contracts), followed by life (8), disability (7), vision (6).

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (8, about 27%); METROPOLITAN LIFE INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY, FIDELITY SECURITY LIFE INSURANCE COMPANY follow.

Renewals are spread through the year; June 1 renewals (policy year ends May) are the largest group, at 37% of the dated welfare contracts.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

health 9 · life 8 · disability 7 · vision 6 · dental 5

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  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
KONAMI GAMING, INC.LAS VEGAS, NVHEALTH PLAN OF NEVADAJan 1FY2024
CUTTER HOLDING COMPANYPHOENIX, AZCIGNA HEALTH AND LIFE INSURANCE COMPANYAug 1FY2025
AR MAYS CONSTRUCTION, INC.SCOTTSDALE, AZBLUE CROSS BLUE SHIELD OF ARIZONAJun 1FY2025
KONAMI GAMING, INC.LAS VEGAS, NVMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2024
CUTTER HOLDING COMPANYPHOENIX, AZMETROPOLITAN LIFE INSURANCE COMPANYAug 1FY2025
Subscriber access
4

more employers in MARK J MATSOCK ASSOCIATES INC's book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Subscribe — from $39/moAlready subscribed? Sign in

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)

Claude & ChatGPT

Look up records from Claude or ChatGPT

Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.

Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both

Add to Claude Set up ChatGPT