Benefits brokerage · 10 offices
ABD INS. AND FINANCIAL SVCS., INC.
ABD INS. AND FINANCIAL SVCS., INC. is named as the broker of record on 1,002 insurance contracts across its 10 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| SAN MATEO | CA | 988 |
| REDWOOD CITY | CA | 10 |
| CHICAGO | IL | 4 |
| SAN JOSE | CA | 4 |
| RANCHO SANTA FE | CA | 2 |
| SAN FRANCISCO | CA | 2 |
| AUSTIN | TX | 1 |
| CAMBRIDGE | MA | 1 |
| KIRKLAND | WA | 1 |
| WALNUT CREEK | CA | 1 |
Book profile
ABD INS. AND FINANCIAL SVCS., INC. brokers 1,002 insured contracts for 296 employers, across 20 states, led by CA, NY, MA.
Health is the largest line (462 contracts), followed by life (264), disability (241), dental (235).
KAISER FOUNDATION HEALTH PLAN, INC. writes the most contracts in the book (183, about 18%); CIGNA HEALTH AND LIFE INSURANCE COMPANY, VISION SERVICE PLAN, METROPOLITAN LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 85% 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 462 · life 264 · disability 241 · dental 235 · vision 231
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 | Office | Carrier | Renews |
|---|---|---|---|---|
| MERCURY INSURANCE SERVICES, LLC | LOS ANGELES, CA | SAN MATEO, CA | CALIFORNIA PHYSICIANS SERVICE | Jan 1FY2025 |
| PARADIGM ACQUISITION CORPORATION | WALNUT CREEK, CA | SAN MATEO, CA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
| MEDALLIA, INC. | PLEASANTON, CA | SAN MATEO, CA | BLUE CROSS OF CALIFORNIA | Jan 1FY2025 |
| CARGURUS, INC. | BOSTON, MA | SAN MATEO, CA | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Jan 1FY2024 |
| WESTERN DIGITAL CORPORATION | SAN JOSE, CA | SAN MATEO, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2025 |
more employers in ABD INS. AND FINANCIAL SVCS., INC.'s book
See the full client list across every office, 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)