Benefits brokerage · 5 offices
ACRISURE SOUTHWEST PARTNERS INSURAN
ACRISURE SOUTHWEST PARTNERS INSURAN is named as the broker of record on 32 insurance contracts across its 5 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 | 18 |
| NEWPORT BEACH | CA | 6 |
| GRAND RAPIDS | MI | 4 |
| No city on file | — | 2 |
| ALISO VIEJO | CA | 2 |
Book profile
ACRISURE SOUTHWEST PARTNERS INSURAN brokers 32 insured contracts for 22 employers, across 4 states, led by CA, NV, WA.
Health is the largest line (18 contracts), followed by dental (11), vision (9), life (7).
KAISER FOUNDATION HEALTH PLAN, INC. writes the most contracts in the book (14, about 44%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, BLUE CROSS OF CALIFORNIA, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 31% of the dated welfare contracts.
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 18 · dental 11 · vision 9 · life 7 · 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 |
|---|---|---|---|---|
| CITY OF HOPE MEDICAL GROUP, INC. | DUARTE, CA | NEWPORT BEACH, CA | BLUE CROSS OF CALIFORNIA | Jan 1FY2025 |
| LEWIS, BRISBOIS, BISGAARD & SMITH, LLP | LOS ANGELES, CA | No city on file | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Aug 1FY2025 |
| UNIVERSITY ENTERPRISES CORPORATION | SAN BERNARDINO, CA | COSTA MESA, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2025 |
| CITY OF HOPE MEDICAL GROUP, INC. | DUARTE, CA | COSTA MESA, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2025 |
| BARRETT BUSINESS SERVICES, INC. | VANCOUVER, WA | COSTA MESA, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2025 |
more employers in ACRISURE SOUTHWEST PARTNERS INSURAN'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)