Benefits brokerage · 3 offices
ASSURED PARTNERS OF CA INS SVCS LLC
ASSURED PARTNERS OF CA INS SVCS LLC is named as the broker of record on 3 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 |
|---|---|---|
| NEWPORT BEACH | CA | 1 |
| SAN DIEGO | CA | 1 |
| VENTURA | CA | 1 |
Book profile
ASSURED PARTNERS OF CA INS SVCS LLC brokers 3 insured contracts for 1 employer, all in California.
Health is the largest line (1 contract), followed by dental (1), vision (1), life (1).
ANTHEM BLUE CROSS BLUE SHIELD writes the most contracts in the book (1, about 33%); MEDIEXCEL HEALTH PLAN, UNITED OF OMAHA LIFE INSURANCE COMPANY follow.
Renewals concentrate on October 1: 100% of the dated welfare contracts have policy years ending in September, 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.
health 1 · dental 1 · vision 1 · life 1 · disability 1
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 |
|---|---|---|---|---|
| CALL GROCERY INC | VISTA, CA | NEWPORT BEACH, CA | ANTHEM BLUE CROSS BLUE SHIELD | Oct 1FY2025 |
| CALL GROCERY INC | VISTA, CA | VENTURA, CA | UNITED OF OMAHA LIFE INSURANCE COMPANY | Oct 1FY2025 |
| CALL GROCERY INC | VISTA, CA | SAN DIEGO, CA | MEDIEXCEL HEALTH PLAN | Oct 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)