Benefits broker of record · FRESNO, CA
RELATION INSURANCE SERVICES, INC.
RELATION INSURANCE SERVICES, INC. of FRESNO, CA is named as the broker of record on 7 insurance contracts in public Form 5500 Schedule A filings.
One of 24 offices of RELATION INSURANCE SERVICES, INC..
7 contracts on file name RELATION INSURANCE SERVICES, INC. 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
RELATION INSURANCE SERVICES, INC. brokers 7 insured contracts for 5 employers, across 2 states, led by CA, TX.
Health is the largest line (3 contracts), followed by vision (3), dental (2), life (2).
STANDARD INSURANCE COMPANY writes the most contracts in the book (2, about 29%); AETNA HEALTH, INC., AETNA LIFE INSURANCE COMPANY, PREMIER ACCESS INSURANCE COMPANY follow.
Renewals are spread through the year; July 1 renewals (policy year ends June) are the largest group, at 29% 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 3 · vision 3 · dental 2 · life 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 |
|---|---|---|---|
| CONGREGATIONAL HOMES, INC. | POMONA, CA | AETNA HEALTH, INC. | Jul 1FY2025 |
| BUCKINGHAM PROPERTY MANAGEMENT | CLOVIS, CA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Oct 1FY2025 |
| CAL'S CONVENIENCE, INC. | FRISCO, TX | STANDARD INSURANCE COMPANY | May 1FY2024 |
| CONGREGATIONAL HOMES, INC. | POMONA, CA | AETNA LIFE INSURANCE COMPANY | Jul 1FY2025 |
| OFR, INC. | KINGSBURG, CA | PREMIER ACCESS INSURANCE COMPANY | Jan 1FY2023 |
more employer in RELATION INSURANCE SERVICES, INC.'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 2023–2025 on this page)
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