Benefits broker of record · NEWPORT BEACH, CA
TAX & FINANCIAL GROUP
TAX & FINANCIAL GROUP of NEWPORT BEACH, CA is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
3
Book size
$10k–100k
States
CA
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| NEWMEYER & DILLION, LLP | ANTHEM BLUE CROSS | December |
| NEWMEYER & DILLION, LLP | PRINCIPAL LIFE INSURANCE COMPANY | December |
| NEWMEYER & DILLION, LLP | KAISER FOUNDATION HEALTH PLAN INC. | December |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A