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Benefits broker of record · SACRAMENTO, CA

USI INSURANCE SERVICES LLC

USI INSURANCE SERVICES LLC of SACRAMENTO, 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.

Contracts brokered
2
Book size
$10k–100k
Office state
CA

Book profile

USI INSURANCE SERVICES LLC brokers 2 insured contracts for 2 employers, all in California.

Health is the largest line (2 contracts), followed by vision (1).

VISION SERVICE PLAN writes the most contracts in the book (1, about 50%); WESTERN HEALTH ADVANTAGE follow.

Renewals concentrate on October 1: 50% of the dated welfare contracts have policy years ending in September, 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.

health 2 · vision 1

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
MAITA ENTERPRISES INCSACRAMENTO, CAWESTERN HEALTH ADVANTAGEJan 1FY2025
TILESETTERS AND IFINISHERS OF NO CA HEALTH AND WELFARE PLANSACRAMENTO, CAVISION SERVICE PLANOct 1FY2024

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)

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