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Benefits brokerage · 2 offices

BERNARDINI & DONOVAN INS. SERVICES

BERNARDINI & DONOVAN INS. SERVICES is named as the broker of record on 2 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
2
Carriers
2

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
REDLANDSCA2
SAN BERNADINOCA1

Book profile

BERNARDINI & DONOVAN INS. SERVICES brokers 2 insured contracts for 2 employers, all in California.

Health is the largest line (2 contracts), followed by dental (1), life (1), disability (1).

AETNA HEALTH OF CALIFORNIA INC. writes the most contracts in the book (1, about 50%); PRINCIPAL 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.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

health 2 · dental 1 · life 1 · disability 1

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
NORTH KERN SOUTH TULARE HOSPITALDELANO, CAREDLANDS, CA; SAN BERNADINO, CAAETNA HEALTH OF CALIFORNIA INC.Oct 1FY2025
NORTH KERN SOUTH TULARE HOSPITALDELANO, CAREDLANDS, CAPRINCIPAL LIFE INSURANCE COMPANYOct 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)