Benefits broker of record · IRVINE, CA
SULLIVAN CURTIS MONROE INS. SVCS.
SULLIVAN CURTIS MONROE INS. SVCS. of IRVINE, CA is named as the broker of record on 334 insurance contracts in public Form 5500 Schedule A filings.
334 contracts on file name SULLIVAN CURTIS MONROE INS. SVCS. 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
SULLIVAN CURTIS MONROE INS. SVCS. brokers 334 insured contracts for 76 employers, across 4 states, led by CA, WI, NY.
Health is the largest line (115 contracts), followed by life (88), dental (82), vision (69).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (37, about 11%); METROPOLITAN LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., LIFE INSURANCE COMPANY OF NORTH AMERICA follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 49% 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 115 · life 88 · dental 82 · vision 69 · disability 55
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 |
|---|---|---|---|
| SARES-REGIS OPERATING COMPANY, L.P. | NEWPORT BEACH, CA | AETNA LIFE INSURANCE COMPANY | Jan 1FY2025 |
| THE GILL CORPORATION | EL MONTE, CA | BLUE CROSS OF CALIFORNIA | Jan 1FY2025 |
| BRISTOL MANAGEMENT SERVICES, INC. | NEWPORT BEACH, CA | BLUE CROSS OF CALIFORNIA | Sep 1FY2025 |
| BENTLEY MILLS, INC. | CITY OF INDUSTRY, CA | CALIFORNIA PHYSICIANS SERVICE | Jan 1FY2025 |
| PROFESSIONAL PLASTICS, INC. | FULLERTON, CA | BLUE CROSS OF CALIFORNIA | Jan 1FY2025 |
more employers in SULLIVAN CURTIS MONROE INS. SVCS.'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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