Benefits broker of record · SAN MARINO, CA
RELATION INSURANCE SERVICES OF CA
RELATION INSURANCE SERVICES OF CA of SAN MARINO, CA is named as the broker of record on 6 insurance contracts in public Form 5500 Schedule A filings.
One of 6 offices of RELATION INSURANCE SERVICES OF CA.
6 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 6 insured contracts for 3 employers, across 2 states, led by CA, NY.
Vision is the largest line (2 contracts), followed by dental (1), life (1), disability (1).
FIRST UNUM LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 33%); VISION SERVICE PLAN, CYPRESS DENTAL ADMINISTRATORS, PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY follow.
Renewals concentrate on January 1: 83% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
- FIRST UNUM LIFE INSURANCE COMPANY2
- VISION SERVICE PLAN2
- CYPRESS DENTAL ADMINISTRATORS1
- PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY1
Counted by each employer's own state. Largest first.
Contracts by line.
vision 2 · dental 1 · life 1 · 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.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| PRINCIPAL SERVICE SOLUTIONS, INC. | MODESTO, CA | CYPRESS DENTAL ADMINISTRATORS | Jan 1FY2023 |
| AVENUE ONE SERVICES, INC | NEW YORK, NY | FIRST UNUM LIFE INSURANCE COMPANY | Jan 1FY2024 |
| AVENUE ONE SERVICES, INC | NEW YORK, NY | FIRST UNUM LIFE INSURANCE COMPANY | Jan 1FY2024 |
| PRINCIPAL SERVICE SOLUTIONS, INC. | MODESTO, CA | VISION SERVICE PLAN | Jan 1FY2023 |
| CENTRAL VALLEY AUTOMOTIVE | MODESTO, CA | VISION SERVICE PLAN | Dec 1FY2025 |
more contract 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 years 2023–2025 on this page)
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