Benefits broker of record · NEWPORT BEACH, CA
TAX & FINANCIAL GROUP BENEFITS
TAX & FINANCIAL GROUP BENEFITS of NEWPORT BEACH, CA is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
4
Book size
$10k–100k
States
CA
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| FERRY INTERNATIONAL, LLC DBA TOM FERRY | PRINCIPAL LIFE INSURANCE COMPANY | December |
| LMC ENTERPRISES | EYEMED VISION CARE | December |
| FERRY INTERNATIONAL, LLC DBA TOM FERRY | HUMANA, INC. | December |
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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