form5500lookup

Insurance carrier

GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CPAS

GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CPAS appears on 3 employer benefit contracts in public Form 5500 Schedule A filings.

Book profile

GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CPAS writes 3 insured contracts for 3 employers, all in California.

The book is entirely health coverage.

HUB INTERNATIONAL INS. SVCES, INC. is the broker of record on the most contracts (1, about 33%); ROBERT PAUL SBISA, SEQUOIA BENEFITS & INS SVCS LLC follow.

Renewals are spread through the year; July 1 renewals (policy year ends June) are the largest group, at 33% of the dated welfare contracts.

Brokers of record

Offices that file under one name are added up on one row. The name links to the office with the most contracts on this carrier.

BrokerContracts
Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

health 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

Employers with plans through GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CPAS

EmployerLocationBrokerRenews
FRANK, RIMERMAN + CO. LLPSAN JOSE, CASEQUOIA BENEFITS & INS SVCS LLCJan 1FY2025
TRI HOLDCO, INC.FOLSOM, CAHUB INTERNATIONAL INS. SVCES, INC.Aug 1FY2025
RAY STONE INCORPORATEDSACRAMENTO, CAROBERT PAUL SBISAJul 1FY2025

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)

Claude & ChatGPT

Look up records from Claude or ChatGPT

Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.

Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both