Benefits broker of record · LA JOLLA, CA
USI INSURANCE SERVICES LLC
USI INSURANCE SERVICES LLC of LA JOLLA, CA is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.
One of 247 offices of USI INSURANCE SERVICES LLC.
Book profile
USI INSURANCE SERVICES LLC brokers 2 insured contracts for 1 employer, all in California.
Health is the largest line (1 contract), followed by vision (1).
EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. writes the most contracts in the book (1, about 50%); MEDIEXCEL HEALTH PLAN follow.
Renewals concentrate on August 1: 100% of the dated welfare contracts have policy years ending in July, so most of the book comes up for review at once.
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 1 · vision 1
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 |
|---|---|---|---|
| ST MAR ENTERPRISES INC. | ESCONDIDO, CA | MEDIEXCEL HEALTH PLAN | Aug 1FY2023 |
| ST MAR ENTERPRISES INC. | ESCONDIDO, CA | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Aug 1FY2023 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2023 on this page)
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