Benefits broker of record · IRVINE, CA
TAX & FINANCIAL GROUP BENEFITS
TAX & FINANCIAL GROUP BENEFITS of IRVINE, CA is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
4
Book size
$100k–1M
States
CA
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| LMC ENTERPRISES | BLUE CROSS OF CALIFORNIA | December |
| LMC ENTERPRISES | PRINCIPAL LIFE INSURANCE COMPANY | October |
| GLOBAL TRADE MARKETING INC. DBA ZIGLIFT MATERIAL HANDLING | PRINCIPAL LIFE INSURANCE COMPANY | November |
Subscriber access
1 more plans in TAX & FINANCIAL GROUP BENEFITS'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