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Benefits broker of record · PLEASANT HILL, CA

RELATION INSURANCE SERVICES OF CA

RELATION INSURANCE SERVICES OF CA of PLEASANT HILL, CA is named as the broker of record on 39 insurance contracts in public Form 5500 Schedule A filings.

One of 6 offices of RELATION INSURANCE SERVICES OF CA.

Contracts brokered
39
Book size
$1M+
Office state
CA

39 contracts on file name RELATION INSURANCE SERVICES OF CA 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 OF CA brokers 39 insured contracts for 17 employers, across 5 states, led by CA, NY, IN.

Health is the largest line (14 contracts), followed by dental (14), vision (13), life (12).

CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the most contracts in the book (7, about 18%); METROPOLITAN LIFE INSURANCE COMPANY, DELTA DENTAL OF CALIFORNIA, VISION SERVICE PLAN follow.

Renewals concentrate on January 1: 62% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

health 14 · dental 14 · vision 13 · life 12 · disability 7

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
TELECARE CORPORATIONALAMEDA, CAUNITEDHEALTHCARE INSURANCE COMPANYJul 1FY2025
STEPHENS INSTITUTE DBA ACADEMY OF ART UNIVERSITYSAN FRANCISCO, CABLUE SHIELD OF CALIFORNIAJan 1FY2025
DUCKHORN WINE COMPANYSAINT HELENA, CACIGNA HEALTH AND LIFE INSURANCE COMPANYAug 1FY2025
PROCAPS LABORATORIES INC.HENDERSON, NVAETNA LIFE INSURANCE COMPANYSep 1FY2025
LIVINGSTON COMMUNITY HEALTH SERVICESLIVINGSTON, CAUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
Subscriber access
12

more employers in RELATION INSURANCE SERVICES OF CA'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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