form5500lookup

Benefits broker of record · SAN RAFAEL, CA

TCS INSURANCE AGENCY INC

TCS INSURANCE AGENCY INC of SAN RAFAEL, CA is named as the broker of record on 51 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
51
Book size
$100k–1M
Office state
CA

51 contracts on file name TCS INSURANCE AGENCY INC 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

TCS INSURANCE AGENCY INC brokers 51 insured contracts for 12 employers, across 7 states, led by NY, CA, TX.

Disability is the largest line (42 contracts), followed by life (9).

PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY writes the most contracts in the book (20, about 39%); PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY, PACIFIC LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA follow.

Renewals concentrate on January 1: 82% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

disability 42 · life 9

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
ORRICK, HERRINGTON & SUTCLIFFE LLPSAN FRANCISCO, CAUNUM LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
MORRISON & FOERSTER LLPSAN FRANCISCO, CAUNUM LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
JONES DAYCLEVELAND, OHPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANYJan 1FY2024
PAUL, WEISS, RIFKIND, WHARTON & GARRISON LLPNEW YORK, NYUNDERWRITERS AT LLOYD'SJan 1FY2024
MORRISON & FOERSTER LLPSAN FRANCISCO, CAMETROPOLITAN LIFE INSURANCE COMPANYJul 1FY2025
Subscriber access
8

more employers in TCS INSURANCE AGENCY INC's book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Subscribe — from $39/moAlready subscribed? Sign in

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)

Claude & ChatGPT

Look up records from Claude or ChatGPT

Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.

Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both

Add to Claude Set up ChatGPT