Benefits brokerage · 2 offices
CENTENNIAL GROUP BENEFITS AND
CENTENNIAL GROUP BENEFITS AND is named as the broker of record on 5 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 |
|---|---|---|
| SANTA ANA | CA | 3 |
| NEWPORT BEACH | CA | 2 |
Book profile
CENTENNIAL GROUP BENEFITS AND brokers 5 insured contracts for 1 employer, all in California.
Health is the largest line (2 contracts), followed by dental (1), vision (1), life (1).
NEW YORK LIFE (LIFE INSURANCE COMPANY OF NORTH AMERICA) writes the most contracts in the book (3, about 60%); CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA), PRINCIPAL LIFE INSURANCE COMPANY follow.
Renewals concentrate on June 1: 100% of the dated welfare contracts have policy years ending in May, 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 2 · 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.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| MOTIVE COMPANIES, LLC | FOUNTAIN VALLEY, CA | NEWPORT BEACH, CA | CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) | Jun 1FY2025 |
| MOTIVE COMPANIES, LLC | FOUNTAIN VALLEY, CA | NEWPORT BEACH, CA | PRINCIPAL LIFE INSURANCE COMPANY | Jun 1FY2025 |
| MOTIVE COMPANIES, LLC | FOUNTAIN VALLEY, CA | SANTA ANA, CA | NEW YORK LIFE (LIFE INSURANCE COMPANY OF NORTH AMERICA) | Jun 1FY2025 |
| MOTIVE COMPANIES, LLC | FOUNTAIN VALLEY, CA | SANTA ANA, CA | NEW YORK LIFE (LIFE INSURANCE COMPANY OF NORTH AMERICA) | Jun 1FY2025 |
| MOTIVE COMPANIES, LLC | FOUNTAIN VALLEY, CA | SANTA ANA, CA | NEW YORK LIFE (LIFE INSURANCE COMPANY OF NORTH AMERICA) | Jun 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)