Benefits broker of record · SANTA BARBARA, CA
PENSIONMARK SECURITIES
PENSIONMARK SECURITIES of SANTA BARBARA, CA is named as the broker of record on 25 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
25
Book size
$100k–1M
States
CA
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| DESERT SANDS PUBLIC CHARTER, INC. | LANCASTER, CA | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | December |
| KENNEBEC BEHAVIORAL HEALTH | WATERVILLE, ME | AMERICAN UNITED LIFE INSURANCE COMPANY | December |
| CHIPMAN CORPORATION | SAN RAMON, CA | STANDARD INSURANCE COMPANY | December |
| WATCHPOINT LOGISTICS, INC. | BURLINGAME, CA | STANDARD INSURANCE COMPANY | December |
| WOODFORDS FAMILY SERVICES | WESTBROOK, ME | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | June |
Subscriber access
20 more plans in PENSIONMARK SECURITIES'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