Benefits broker of record · SAN MATEO, CA
PCF INSURANCE SERVICES OF THE WEST
PCF INSURANCE SERVICES OF THE WEST of SAN MATEO, CA is named as the broker of record on 12 insurance contracts in public Form 5500 Schedule A filings.
One of 27 offices of PCF INSURANCE SERVICES OF THE WEST.
12 contracts on file name PCF INSURANCE SERVICES OF THE WEST 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
PCF INSURANCE SERVICES OF THE WEST brokers 12 insured contracts for 6 employers, all in California.
Health is the largest line (6 contracts), followed by life (3), dental (2), vision (2).
KAISER FOUNDATION HEALTH PLAN, INC. writes the most contracts in the book (4, about 33%); AETNA HEALTH OF CALIFORNIA INC., AETNA LIFE INSURANCE COMPANY, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 42% 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 6 · life 3 · dental 2 · vision 2 · 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 |
|---|---|---|---|
| REED FAMILY COMPANIES | MODESTO, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Apr 1FY2025 |
| INTERNATIONAL INSTITUTE OF LOS ANGELES | LOS ANGELES, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2025 |
| TRM MANUFACTURING, INC. | CORONA, CA | AETNA HEALTH OF CALIFORNIA INC. | Aug 1FY2025 |
| MISSION BANK | BAKERSFIELD, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2025 |
| TRM MANUFACTURING, INC. | CORONA, CA | AETNA LIFE INSURANCE COMPANY | Aug 1FY2025 |
more employers in PCF INSURANCE SERVICES OF THE WEST'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)
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