Benefits broker of record · PLEASANTON, CA
MCGRIFF INSURANCE SERVICES INC
MCGRIFF INSURANCE SERVICES INC of PLEASANTON, CA is named as the broker of record on 17 insurance contracts in public Form 5500 Schedule A filings.
One of 87 offices of MCGRIFF INSURANCE SERVICES, INC..
17 contracts on file name MCGRIFF INSURANCE SERVICES 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
MCGRIFF INSURANCE SERVICES INC brokers 17 insured contracts for 10 employers, across 3 states, led by CA, OR, TX.
Disability is the largest line (5 contracts), followed by life (3), health (1), vision (1).
RELIANCE STANDARD LIFE INSURANCE COMPANY writes the most contracts in the book (11, about 65%); EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., KAISER FOUNDATION HEALTH PLAN OF WASHINGTON, MAGELLAN HEALTHCARE follow.
Renewals concentrate on January 1: 94% of the dated welfare contracts have policy years ending in December, 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.
disability 5 · life 3 · health 1 · vision 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 |
|---|---|---|---|
| NATUS MEDICAL INCORPORATED | REDWOOD CITY, CA | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | Jan 1FY2025 |
| SCHILLING PARADISE CORPORATION | EL CAJON, CA | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2024 |
| HEP SERVICES LLC | SAN ANTONIO, TX | METLIFE LEGAL PLANS | Jan 1FY2024 |
| BOTRISTA, INC. | SAN FRANCISCO, CA | RELIANCE STANDARD LIFE INSURANCE COMPANY | Jan 1FY2025 |
| BOTRISTA, INC. | SAN FRANCISCO, CA | RELIANCE STANDARD LIFE INSURANCE COMPANY | Jan 1FY2024 |
more employers in MCGRIFF 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 · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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