form5500lookup

Benefits brokerage · 6 offices

ALLIANT INSURANCE SERIVCES

ALLIANT INSURANCE SERIVCES is named as the broker of record on 13 insurance contracts across its 6 offices in public Form 5500 Schedule A filings.

Offices
6
Contracts
13
Carriers
7

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
HOUSTONTX5
IRVINECA3
SAN FRANCISCOCA2
CHICAGOIL1
EUGENEOR1
SAN DIEGOCA1

Book profile

ALLIANT INSURANCE SERIVCES brokers 13 insured contracts for 10 employers, across 6 states, led by CA, TX, FL.

Health is the largest line (4 contracts), followed by vision (4), life (4), dental (3).

SUN LIFE ASSURANCE COMPANY OF CANADA writes the most contracts in the book (3, about 23%); UNUM INSURANCE COMPANY, CALIFORNIA PHYSICIANS SERVICE, CIGNA HEALTH AND LIFE INSURANCE COMPANY follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 46% of the dated welfare contracts.

Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

health 4 · vision 4 · life 4 · dental 3 · disability 3

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
INNOPEAK TECHNOLOGY, INC.PALO ALTO, CASAN FRANCISCO, CACIGNA HEALTH AND LIFE INSURANCE COMPANYApr 1FY2025
COAST 2 COAST COACHING, INC. DBA ELEVO LEARNINGSAN DIEGO, CASAN DIEGO, CACALIFORNIA PHYSICIANS SERVICEAug 1FY2025
ST. JOSEPH CENTERVENICE, CAIRVINE, CACALIFORNIA PHYSICIANS SERVICESep 1FY2025
TOWN & COUNTRY EVENT RENTALSVAN NUYS, CAIRVINE, CASUN LIFE ASSURANCE COMPANY OF CANADAJul 1FY2025
PERDOCEO EDUCATION CORPORATIONSCHAUMBURG, ILCHICAGO, ILTHE LINCOLN NATIONAL LIFE INSURANCE COMPANYJan 1FY2024
Subscriber access
5

more employers in ALLIANT INSURANCE SERIVCES'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)