Benefits broker of record · SAN LUIS OBISPO, CA
MORRIS & GARRITANO INS AGENCY
MORRIS & GARRITANO INS AGENCY of SAN LUIS OBISPO, CA is named as the broker of record on 14 insurance contracts in public Form 5500 Schedule A filings.
14 contracts on file name MORRIS & GARRITANO INS AGENCY 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
MORRIS & GARRITANO INS AGENCY brokers 14 insured contracts for 13 employers, across 2 states, led by CA, FL.
Health is the largest line (11 contracts), followed by dental (4), vision (4), life (3).
BLUE CROSS OF CALIFORNIA writes the most contracts in the book (5, about 36%); UNITEDHEALTHCARE INSURANCE COMPANY, ANTHEM BLUE CROSS, ANTHEM LIFE INSURANCE COMPANY follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 29% of the dated welfare contracts.
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 11 · dental 4 · vision 4 · life 3 · 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 |
|---|---|---|---|
| FIRESTONE WALKER INC | PASO ROBLES, CA | BLUE CROSS OF CALIFORNIA | Sep 1FY2025 |
| AVIATION CONSULTANTS, INC. DBA ACI JET | SAN LUIS OBISPO, CA | BLUE CROSS OF CALIFORNIA | Jan 1FY2025 |
| MAGAYA CORPORATION | MIAMI, FL | UNITEDHEALTHCARE INSURANCE COMPANY | Aug 1FY2025 |
| SUN VALLEY, LLC | DUNNIGAN, CA | BLUE CROSS OF CALIFORNIA | Apr 1FY2026 |
| HOLZHEUS EL RANCHO MARKET INC. | SOLVANG, CA | ANTHEM BLUE CROSS | Sep 1FY2025 |
more employers in MORRIS & GARRITANO INS AGENCY'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 2025–2026 on this page)
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