form5500lookup

Benefits broker of record · PLEASANT HILL, CA

NFP INSURANCE SERVICES, INC

NFP INSURANCE SERVICES, INC of PLEASANT HILL, CA is named as the broker of record on 10 insurance contracts in public Form 5500 Schedule A filings.

One of 19 offices of NFP INSURANCE SERVICES, INC..

Contracts brokered
10
Book size
$10k–100k
Office state
CA

10 contracts on file name NFP 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

NFP INSURANCE SERVICES, INC brokers 10 insured contracts for 4 employers, across 2 states, led by CA, TX.

Life is the largest line (4 contracts), followed by health (3), vision (3), dental (2).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (5, about 50%); PRINCIPAL LIFE INSURANCE COMPANY, BLUE CROSS OF CALIFORNIA, KAISER FOUNDATION HEALTH PLAN, INC. follow.

Renewals concentrate on June 1: 50% of the dated welfare contracts have policy years ending in May, 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 4 · health 3 · vision 3 · dental 2 · disability 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
P.K. KINDER CO., INC.WALNUT CREEK, CABLUE CROSS OF CALIFORNIAJan 1FY2025
P.K. KINDER CO., INC.WALNUT CREEK, CAKAISER FOUNDATION HEALTH PLAN, INC.Jan 1FY2025
P.K. KINDER CO., INC.WALNUT CREEK, CAPRINCIPAL LIFE INSURANCE COMPANYJan 1FY2025
VOLTUS, INC.SAN FRANCISCO, CAUNUM LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
GCI GENERAL CONTRACTORSSAN FRANCISCO, CAUNITED OF OMAHA LIFE INSURANCE COMPANYJun 1FY2025
Subscriber access
1

more employer in NFP 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 year 2025 on this page)

Claude & ChatGPT

Look up records from Claude or ChatGPT

Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.

Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both