Benefits brokerage · 3 offices
ACRISURE SOUTHWEST PARTNERS
ACRISURE SOUTHWEST PARTNERS is named as the broker of record on 30 insurance contracts across its 3 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 |
|---|---|---|
| COSTA MESA | CA | 13 |
| NEWPORT BEACH | CA | 11 |
| GRAND RAPIDS | MI | 8 |
Book profile
ACRISURE SOUTHWEST PARTNERS brokers 30 insured contracts for 20 employers, across 5 states, led by CA, NM, FL.
Life is the largest line (14 contracts), followed by health (12), vision (12), dental (10).
PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (5, about 17%); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA, UNUM INSURANCE COMPANY follow.
Renewals concentrate on January 1: 63% 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.
life 14 · health 12 · vision 12 · dental 10 · disability 6
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 |
|---|---|---|---|---|
| DOUBLELINE GROUP LP | TAMPA, FL | COSTA MESA, CA | BLUE SHIELD OF CALIFORNIA | Jan 1FY2025 |
| MEMORIAL HEALTH SERVICES | FOUNTAIN VALLEY, CA | COSTA MESA, CA | UNITEDHEALTHCARE OF CALIFORNIA | Jan 1FY2025 |
| SAN JOSE STATE UNIVERSITY RESEARCH FOUNDATION | SAN JOSE, CA | COSTA MESA, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2025 |
| CITY OF HOPE MEDICAL GROUP, LTD | DUARTE, CA | NEWPORT BEACH, CA | UNUM LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| PEARCE SERVICES, LLC | PASO ROBLES, CA | COSTA MESA, CA | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 1FY2025 |
more employers in ACRISURE SOUTHWEST PARTNERS'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 year 2025 on this page)