form5500lookup

Benefits brokerage · 6 offices

ACRISURE PARTNERS WEST COAST

ACRISURE PARTNERS WEST COAST is named as the broker of record on 246 insurance contracts across its 6 offices in public Form 5500 Schedule A filings.

Offices
6
Contracts
246
Carriers
32

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.

Book profile

ACRISURE PARTNERS WEST COAST brokers 246 insured contracts for 133 employers, across 10 states, led by CA, FL, NE.

Health is the largest line (93 contracts), followed by vision (75), life (65), dental (48).

KAISER FOUNDATION HEALTH PLAN, INC. writes the most contracts in the book (52, about 21%); VISION SERVICE PLAN, UNUM LIFE INSURANCE COMPANY OF AMERICA, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA follow.

Renewals concentrate on January 1: 79% 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 93 · vision 75 · life 65 · dental 48 · disability 47

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

EmployerLocationOfficeCarrierRenews
ICONIQ CAPITAL, LLCSAN FRANCISCO, CASAN JOSE, CAAETNA LIFE INSURANCE COMPANYJan 1FY2025
CARDINALE OLDSMOBILE GMC, TRUCK INC.MARINA, CASAN JOSE, CAAETNA LIFE INSURANCE COMPANYJan 1FY2025
EDUCATION FOR CHANGEOAKLAND, CAGRAND RAPIDS, MIKAISER FOUNDATION HEALTH PLAN, INC.Jul 1FY2025
NEXTROLL, INC.SAN FRANCISCO, CASAN JOSE, CAAETNA LIFE INSURANCE COMPANYJan 1FY2024
G.L. MEZZETTA INC.AMERICAN CANYON, CAGRAND RAPIDS, MIKAISER FOUNDATION HEALTH PLAN, INC.Jan 1FY2025
Subscriber access
128

more employers in ACRISURE PARTNERS WEST COAST'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)