Benefits broker of record · MONROVIA, CA
PATRICIA SWANSON
PATRICIA SWANSON of MONROVIA, CA is named as the broker of record on 7 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
7
Book size
under $10k
States
CA
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| CRYSTAL STAIRS, INC. | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | December |
| ATKINSON, ANDELSON, LOYA, RUUD AND ROMO | PRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD | December |
| NAUTILUS INTERNATIONAL HOLDING CORPORATION | PRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD | September |
| A-MARK PRECIOUS METALS, INC. | PRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD | February |
| BOYS REPUBLIC | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | October |
Subscriber access
2 more plans in PATRICIA SWANSON'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