Benefits brokerage · 2 offices
AFFINITY BENEFIT INSURANCE SERVICES
AFFINITY BENEFIT INSURANCE SERVICES is named as the broker of record on 5 insurance contracts across its 2 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 |
|---|---|---|
| WESTLAKE VILLAGE | CA | 4 |
| CAMARILLO | CA | 1 |
Book profile
AFFINITY BENEFIT INSURANCE SERVICES brokers 5 insured contracts for 1 employer, all in California.
Health is the largest line (5 contracts), followed by dental (1), vision (1), life (1).
CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 20%); CIGNA HEALTHCARE OF CALIFORNIA, CIGNA HEALTHCARE OF COLORADO, INC., CIGNA HEALTHCARE OF TENNESSEE, INC. follow.
Renewals concentrate on July 1: 100% of the dated welfare contracts have policy years ending in June, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
- CIGNA HEALTH AND LIFE INSURANCE COMPANY1
- CIGNA HEALTHCARE OF CALIFORNIA1
- CIGNA HEALTHCARE OF COLORADO, INC.1
- CIGNA HEALTHCARE OF TENNESSEE, INC.1
- PRINCIPAL LIFE INSURANCE COMPANY1
Counted by each employer's own state. Largest first.
Contracts by line.
health 5 · dental 1 · vision 1 · life 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| SAN ANTONIO WINERY | LOS ANGELES, CA | WESTLAKE VILLAGE, CA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jul 1FY2025 |
| SAN ANTONIO WINERY | LOS ANGELES, CA | WESTLAKE VILLAGE, CA | CIGNA HEALTHCARE OF CALIFORNIA | Jul 1FY2025 |
| SAN ANTONIO WINERY | LOS ANGELES, CA | CAMARILLO, CA | PRINCIPAL LIFE INSURANCE COMPANY | Jul 1FY2025 |
| SAN ANTONIO WINERY | LOS ANGELES, CA | WESTLAKE VILLAGE, CA | CIGNA HEALTHCARE OF COLORADO, INC. | Jul 1FY2025 |
| SAN ANTONIO WINERY | LOS ANGELES, CA | WESTLAKE VILLAGE, CA | CIGNA HEALTHCARE OF TENNESSEE, INC. | Jul 1FY2025 |
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)