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Benefits broker of record · SAN DIEGO, CA

MCGRIFF INSURANCE SERVICES INC

MCGRIFF INSURANCE SERVICES INC of SAN DIEGO, CA is named as the broker of record on 112 insurance contracts in public Form 5500 Schedule A filings.

One of 87 offices of MCGRIFF INSURANCE SERVICES, INC..

Contracts brokered
112
Book size
$100k–1M
Office state
CA

112 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 112 insured contracts for 45 employers, across 6 states, led by CA, OR, VA.

Life is the largest line (36 contracts), followed by health (26), disability (25), dental (11).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (51, about 46%); LIFE INSURANCE COMPANY OF NORTH AMERICA, KAISER FOUNDATION HEALTH PLAN, INC., CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) follow.

Renewals concentrate on January 1: 53% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

life 36 · health 26 · disability 25 · dental 11 · vision 11

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
BUSCH GROUP, LLCIRVINE, CABLUE SHIELD OF CALIFORNIAJan 1FY2024
THE EXPLORATORIUMSAN FRANCISCO, CAKAISER FOUNDATION HEALTH PLAN, INC.Jan 1FY2024
SATELLITE AFFORDABLE HOUSING ASSOCIATESBERKELEY, CAKAISER FOUNDATION HEALTH PLAN, INC.Jan 1FY2024
BRIARPATCH COOPERATIVE OF NEVADA COUNTY INCGRASS VALLEY, CACALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)Jul 1FY2025
SPEC SERVICES, INC.FOUNTAIN VALLEY, CACALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)Aug 1FY2025
Subscriber access
40

more employers in MCGRIFF INSURANCE SERVICES INC's book

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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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