form5500lookup

Benefits brokerage · 3 offices

BRYSON INSURANCE AGENCY

BRYSON INSURANCE AGENCY is named as the broker of record on 117 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.

Offices
3
Contracts
117
Carriers
34

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
LONG BEACHCA115
LOS ALAMITOSCA1
LOS ANGELESCA1

Book profile

BRYSON INSURANCE AGENCY brokers 117 insured contracts for 33 employers, across 9 states, led by CA, TX, FL.

Health is the largest line (61 contracts), followed by life (37), dental (33), disability (30).

KAISER FOUNDATION HEALTH PLAN, INC. writes the most contracts in the book (14, about 12%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 51% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

health 61 · life 37 · dental 33 · disability 30 · vision 29

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
TCFI CP LLCTHE WOODLANDS, TXLONG BEACH, CABLUECROSS BLUESHIELD OF TEXASJan 1FY2025
TIDE ROCK HOLDINGSCARDIFF BY THE SEA, CALONG BEACH, CAUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2024
CURTIN MARITIMELONG BEACH, CALONG BEACH, CACALIFORNIA PHYSICIANS SERVICEJan 1FY2025
WESTPORT PROPERTIES, INC.NEWPORT BEACH, CALONG BEACH, CABLUE SHIELD OF CALIFORNIAJan 1FY2025
CXPERTSCHEYENNE, WYLONG BEACH, CAUNITEDHEALTHCARE INSURANCE COMPANYOct 1FY2025
Subscriber access
28

more employers in BRYSON INSURANCE AGENCY'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)