Benefits brokerage · 2 offices
ALTC FUNDING LLC
ALTC FUNDING LLC is named as the broker of record on 19 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 |
|---|---|---|
| WOODINVILLE | WA | 12 |
| FORT MYERS | FL | 7 |
Book profile
ALTC FUNDING LLC brokers 19 insured contracts for 16 employers, across 9 states, led by CA, NY, AZ.
The book is entirely life coverage.
TRUSTMARK INSURANCE COMPANY writes the most contracts in the book (12, about 63%); TRANSAMERICA LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 95% 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 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 |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | OAKLAND, CA | FORT MYERS, FL | TRANSAMERICA LIFE INSURANCE COMPANY | Jan 1FY2024 |
| INTEL CORPORATION | CHANDLER, AZ | WOODINVILLE, WA | TRUSTMARK INSURANCE COMPANY | Jan 1FY2025 |
| KAISER FOUNDATION HEALTH PLAN, INC. | OAKLAND, CA | FORT MYERS, FL | TRANSAMERICA LIFE INSURANCE COMPANY | Jan 1FY2024 |
| INTEL CORPORATION | CHANDLER, AZ | WOODINVILLE, WA | TRUSTMARK INSURANCE COMPANY | Jan 1FY2024 |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP | OAKLAND, CA | FORT MYERS, FL | TRANSAMERICA LIFE INSURANCE COMPANY | Jan 1FY2024 |
more employers in ALTC FUNDING LLC'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)