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Benefits broker of record

SPECIALTY PROGRAM GROUP LLC

SPECIALTY PROGRAM GROUP LLC is named as the broker of record on 17 insurance contracts in public Form 5500 Schedule A filings.

One of 4 offices of SPECIALTY PROGRAM GROUP LLC.

Contracts brokered
17
Book size
$1M+
Office state
—

17 contracts on file name SPECIALTY PROGRAM GROUP 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

SPECIALTY PROGRAM GROUP LLC brokers 17 insured contracts for 1 employer, all in California.

Health is the largest line (11 contracts), followed by dental (6), vision (6), life (6).

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (6, about 35%); KAISER FOUNDATION HEALTH PLAN, INC., KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, KAISER FOUNDATION HEALTH PLAN OF WASHINGTON follow.

Renewals concentrate on December 1: 94% of the dated welfare contracts have policy years ending in November, 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 11 · dental 6 · vision 6 · life 6 · disability 6

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
RIPPLING PEO 1, INC.SAN FRANCISCO, CAAETNA LIFE INSURANCE COMPANYDec 1FY2025
RIPPLING PEO 1, INC.SAN FRANCISCO, CATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADec 1FY2025
RIPPLING PEO 1, INC.SAN FRANCISCO, CAKAISER FOUNDATION HEALTH PLAN, INC.Dec 1FY2025
RIPPLING PEO 1, INC.SAN FRANCISCO, CATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADec 1FY2025
RIPPLING PEO 1, INC.SAN FRANCISCO, CATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADec 1FY2025
Subscriber access
12

more contracts in SPECIALTY PROGRAM GROUP 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 year 2025 on this page)

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