Benefits broker of record · SANTA CRUZ, CA
PBG PROFESSIONAL INSURANCE SERVICES
PBG PROFESSIONAL INSURANCE SERVICES of SANTA CRUZ, CA is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.
Book profile
PBG PROFESSIONAL INSURANCE SERVICES brokers 3 insured contracts for 3 employers, all in California.
The book is entirely health coverage.
SUTTER HEALTH PLAN writes the most contracts in the book (3, about 100%).
Renewals concentrate on July 1: 67% of the dated welfare contracts have policy years ending in June, so most of the book comes up for review at once.
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 3
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| BAY FEDERAL CREDIT UNION | CAPITOLA, CA | SUTTER HEALTH PLAN | Jul 1FY2025 |
| VISTABILITY | MARTINEZ, CA | SUTTER HEALTH PLAN | Jan 1FY2025 |
| FIRST ALARM | APTOS, CA | SUTTER HEALTH PLAN | Jul 1FY2025 |
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)
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