form5500lookup

Benefits brokerage · 4 offices

ACRISURE PARTNERS WEST COAST INS SE

ACRISURE PARTNERS WEST COAST INS SE is named as the broker of record on 15 insurance contracts across its 4 offices in public Form 5500 Schedule A filings.

Offices
4
Contracts
15
Carriers
3

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.

CityStateContracts
SAN JOSECA7
ANAHEIMCA4
CAMPBELLCA3
GRAND RAPIDSMI1

Book profile

ACRISURE PARTNERS WEST COAST INS SE brokers 15 insured contracts for 14 employers, across 5 states, led by CA, NY, FL.

Health is the largest line (13 contracts), followed by dental (7), vision (6), life (2).

UNITEDHEALTHCARE INSURANCE COMPANY writes the most contracts in the book (13, about 87%); ANTHEM BLUE CROSS, KAISER FOUNDATION HEALTH PLAN, INC. follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 47% of the dated welfare contracts.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

health 13 · dental 7 · vision 6 · life 2 · disability 1

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
ACEC LIFE/HEALTH INSURANCE TRUST BENEFIT CONSORTIUMTHE WOODLANDS, TXSAN JOSE, CAUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
TRUSTEES OF RESTAURANT & HOSPITALITY ASSOCIATION BENEFIT TRCHICAGO, ILSAN JOSE, CAUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2024
BAY 101SAN JOSE, CAGRAND RAPIDS, MIKAISER FOUNDATION HEALTH PLAN, INC.Jan 1FY2025
VCCP USA, LLCNEW YORK, NYANAHEIM, CAUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2024
TRADEZERO USA INCBROOKLYN, NYSAN JOSE, CAUNITEDHEALTHCARE INSURANCE COMPANYMay 1FY2026
Subscriber access
9

more employers in ACRISURE PARTNERS WEST COAST INS SE'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 2024–2026 on this page)