Benefits broker of record · PHOENIX, AZ
MARK MATSOCK
MARK MATSOCK of PHOENIX, AZ is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.
Book profile
MARK MATSOCK brokers 2 insured contracts for 2 employers, across 2 states, led by AZ, CA.
Health is the largest line (1 contract), followed by life (1), disability (1).
KAISER FOUNDATION HEALTH PLAN, INC. writes the most contracts in the book (1, about 50%); KANSAS CITY LIFE INSURANCE COMPANY follow.
Renewals concentrate on July 1: 50% of the dated welfare contracts have policy years ending in June, 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 1 · life 1 · disability 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 |
|---|---|---|---|
| GREEN ACRES NURSERY & SUPPLY, LLC | FOLSOM, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2025 |
| 4FRONT ADVISORS, LLC | PHOENIX, AZ | KANSAS CITY LIFE INSURANCE COMPANY | Jul 1FY2024 |
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)
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