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Benefits broker of record · IRVINE, CA

VOLUNTARY BENEFIT ADVISORS

VOLUNTARY BENEFIT ADVISORS of IRVINE, CA is named as the broker of record on 103 insurance contracts in public Form 5500 Schedule A filings.

One of 2 offices of VOLUNTARY BENEFIT ADVISORS.

Contracts brokered
103
Book size
$1M+
Office state
CA

103 contracts on file name VOLUNTARY BENEFIT ADVISORS 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

VOLUNTARY BENEFIT ADVISORS brokers 103 insured contracts for 54 employers, across 6 states, led by CA, IN, OR.

Life is the largest line (40 contracts), followed by disability (26), health (9), dental (5).

UNUM INSURANCE COMPANY writes the most contracts in the book (27, about 26%); PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 48% of the dated welfare contracts.

Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

life 40 · disability 26 · health 9 · dental 5 · vision 5

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
BLACKSTONE CONSULTING, INC.LOS ANGELES, CATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
NORTHGATE GONZALEZ MARKETS, INC.ANAHEIM, CAUNUM LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
SUPER CENTER CONCEPTS, INC.SANTA FE SPRINGS, CAPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANYSep 1FY2025
LAKESHORE LEARNING MATERIALS, LLCCARSON, CAUNUM LIFE INSURANCE COMPANY OF AMERICAApr 1FY2025
ARAKELIAN ENTERPRISES, INC.CITY OF INDUSTRY, CAPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANYJul 1FY2025
Subscriber access
49

more employers in VOLUNTARY BENEFIT ADVISORS's book

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

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