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Benefits broker of record · SAN FRANSICO, CA

WOODRUFF-SAWYER & CO

WOODRUFF-SAWYER & CO of SAN FRANSICO, CA is named as the broker of record on 45 insurance contracts in public Form 5500 Schedule A filings.

One of 10 offices of WOODRUFF-SAWYER & COMPANY.

Contracts brokered
45
Book size
$100k–1M
Office state
CA

45 contracts on file name WOODRUFF-SAWYER & CO 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

WOODRUFF-SAWYER & CO brokers 45 insured contracts for 19 employers, across 6 states, led by CA, AZ, OR.

Health is the largest line (9 contracts), followed by disability (8), dental (6), life (5).

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (22, about 49%); CIGNA HEALTH AND LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, KAISER FOUNDATION HEALTH PLAN, INC. follow.

Renewals concentrate on January 1: 53% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

health 9 · disability 8 · dental 6 · life 5 · vision 3

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
ONPOINT COMMUNITY CREDIT UNIONPORTLAND, ORKAISER FOUNDATION HEALTH PLAN OF THE NORTHWESTJan 1FY2025
FIUME CAPITALLAS VEGAS, NVHEALTH PLAN OF NEVADA/SIERRA HEALTH & LIFEJan 1FY2025
HARMONIC INC.SAN JOSE, CAKAISER FOUNDATION HEALTH PLAN, INC.Jan 1FY2024
RAD POWER BIKES, INC.SEATTLE, WAUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2024
PENDLETON WOOLEN MILLS, INC.PORTLAND, ORKAISER FOUNDATION HEALTH PLAN OF THE NORTHWESTJan 1FY2025
Subscriber access
14

more employers in WOODRUFF-SAWYER & CO'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 years 2024–2025 on this page)

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