Benefits broker of record · SANTA BARBARA, CA
PENSIONMARK SECURITIES, LLC
PENSIONMARK SECURITIES, LLC of SANTA BARBARA, CA is named as the broker of record on 23 insurance contracts in public Form 5500 Schedule A filings.
One of 2 offices of PENSIONMARK SECURITIES, LLC.
23 contracts on file name PENSIONMARK SECURITIES, LLC 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
PENSIONMARK SECURITIES, LLC brokers 23 insured contracts for 20 employers, across 7 states, led by ME, CA, TX.
The book is entirely life coverage.
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY writes the most contracts in the book (10, about 43%); AMERICAN UNITED LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY, STANDARD INSURANCE COMPANY follow.
Renewals concentrate on September 1: 50% of the dated welfare contracts have policy years ending in August, 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.
life 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 |
|---|---|---|---|
| AMERICAN BANKERS ASSOCIATION | WASHINGTON, DC | METROPOLITAN LIFE INSURANCE COMPANY | Sep 1FY2024 |
| WORLD TERMINAL PARKING, INC. | EL CAJON, CA | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | Nov 1FY2025 |
| QUALITY SERVICES INTERNATIONAL LLC | SAN ANTONIO, TX | TRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| DEVENS TREATMENT & RECOVERY CENTER, LLC | DEVENS, MA | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2024 |
| ALL CITY MANAGEMENT SERVICES, INC. | SANTA FE SPRINGS, CA | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
more employers in PENSIONMARK SECURITIES, LLC'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 years 2024–2025 on this page)
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