Benefits broker of record · PETALUMA, CA
SHARON OKONIEWSKI
SHARON OKONIEWSKI of PETALUMA, CA is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.
Book profile
SHARON OKONIEWSKI brokers 4 insured contracts for 4 employers, all in Arizona.
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD writes the most contracts in the book (2, about 50%); LEGALSHIELD, PRE-PAID LEGAL SERVICES INC follow.
Renewals concentrate on March 1: 50% of the dated welfare contracts have policy years ending in February, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2
- LEGALSHIELD1
- PRE-PAID LEGAL SERVICES INC1
Counted by each employer's own state. Largest first.
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 |
|---|---|---|---|
| EARLY WARNING SERVICES LLC | SCOTTSDALE, AZ | LEGALSHIELD | Jan 1FY2025 |
| TURBINEAERO, INC. | CHANDLER, AZ | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | Mar 1FY2026 |
| CHRISTIAN CARE MANAGEMENT, INC. | PHOENIX, AZ | PRE-PAID LEGAL SERVICES INC | Mar 1FY2025 |
| THE BEATITUDES CAMPUS | PHOENIX, AZ | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | Oct 1FY2025 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2025–2026 on this page)
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