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Benefits broker of record · SAN RAMON, CA

MCGRIFF INSURANCE SERVICES LLC

MCGRIFF INSURANCE SERVICES LLC of SAN RAMON, CA is named as the broker of record on 22 insurance contracts in public Form 5500 Schedule A filings.

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

Contracts brokered
22
Book size
$100k–1M
Office state
CA

22 contracts on file name MCGRIFF INSURANCE SERVICES LLC 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 LLC brokers 22 insured contracts for 19 employers, across 3 states, led by CA, GA, FL.

Health is the largest line (12 contracts), followed by life (9), disability (6), vision (5).

SUTTER HEALTH PLAN writes the most contracts in the book (6, about 27%); UNITEDHEALTHCARE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, AMERITAS LIFE INSURANCE CORP. follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 41% 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 12 · life 9 · disability 6 · vision 5 · dental 2

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
MIDPEN PROPERTY MANAGEMENT CORP.FOSTER CITY, CASUTTER HEALTH PLANJan 1FY2025
LOT LLCSAN DIEGO, CAUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2024
ALBERT EINSTEIN ACADEMIESSAN DIEGO, CAUNITEDHEALTHCARE INSURANCE COMPANYMay 1FY2025
GACHINA LANDSCAPE MANAGEMENT, INC. WELFARE BENEFIT PLANMENLO PARK, CASUTTER HEALTH PLANSep 1FY2025
A BETTER WAY, INC.BERKELEY, CACALIFORNIACHOICEJul 1FY2025
Subscriber access
14

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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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