Benefits broker of record · WESTLAKE VILLAGE, CA
WARNER PACIFIC INSURANCE SVCS, INC.
WARNER PACIFIC INSURANCE SVCS, INC. of WESTLAKE VILLAGE, CA is named as the broker of record on 135 insurance contracts in public Form 5500 Schedule A filings.
One of 3 offices of WARNER PACIFIC INSURANCE SVCS, INC..
135 contracts on file name WARNER PACIFIC INSURANCE SVCS, 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
WARNER PACIFIC INSURANCE SVCS, INC. brokers 135 insured contracts for 93 employers, across 8 states, led by CA, CO, MO.
Health is the largest line (84 contracts), followed by life (37), vision (34), dental (33).
KAISER FOUNDATION HEALTH PLAN, INC. writes the most contracts in the book (33, about 24%); BLUE CROSS OF CALIFORNIA, PRINCIPAL LIFE INSURANCE COMPANY, CALIFORNIA PHYSICIANS SERVICE follow.
Renewals concentrate on January 1: 59% of the dated welfare contracts have policy years ending in December, 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 84 · life 37 · vision 34 · dental 33 · disability 27
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 |
|---|---|---|---|
| EP WEALTH ADVISORS ADMIN, LLC | TORRANCE, CA | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| RENOVO SOLUTIONS, LLC | IRVINE, CA | BLUE CROSS OF CALIFORNIA | Jan 1FY2025 |
| SINGER VEHICLE DESIGN LLC | TORRANCE, CA | CALIFORNIA PHYSICIANS SERVICE | Oct 1FY2025 |
| HOUND TECHNOLOGY, INC | SAN FRANCISCO, CA | CALIFORNIA PHYSICIANS SERVICE | Jan 1FY2025 |
| WESTERN PRECOOLING SYSTEMS, INC. | PLEASANTON, CA | CALIFORNIA PHYSICIANS SERVICE | Oct 1FY2025 |
more employers in WARNER PACIFIC INSURANCE SVCS, INC.'s book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
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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