Benefits brokerage · 2 offices
CMR RISK & INSURANCE SVCS INC
CMR RISK & INSURANCE SVCS INC is named as the broker of record on 12 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 |
|---|---|---|
| SAN DIEGO | CA | 10 |
| No city on file | — | 2 |
Book profile
CMR RISK & INSURANCE SVCS INC brokers 12 insured contracts for 4 employers, all in California.
Health is the largest line (6 contracts), followed by dental (4), vision (4), life (4).
UNITEDHEALTHCARE INSURANCE COMPANY writes the most contracts in the book (4, about 33%); UNITED OF OMAHA LIFE INSURANCE COMPANY, MEDIEXCEL HEALTH PLAN, CALIFORNIACHOICE follow.
Renewals concentrate on April 1: 67% of the dated welfare contracts have policy years ending in March, 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 6 · dental 4 · vision 4 · life 4 · 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 |
|---|---|---|---|---|
| CALIFORNIA SOLAR INTEGRATORS INC | LOS ANGELES, CA | No city on file | CALIFORNIACHOICE | Jan 1FY2025 |
| 360 DG, LLC | IRVINE, CA | SAN DIEGO, CA | CALIFORNIA PHYSICIANS SERVICE | Apr 1FY2025 |
| DALTON MOTORS | NATIONAL CITY, CA | SAN DIEGO, CA | UNITEDHEALTHCARE INSURANCE COMPANY | Apr 1FY2025 |
| DALTON MOTORS | NATIONAL CITY, CA | SAN DIEGO, CA | UNITEDHEALTHCARE INSURANCE COMPANY | Apr 1FY2024 |
| DALTON MOTORS | NATIONAL CITY, CA | SAN DIEGO, CA | MEDIEXCEL HEALTH PLAN | Apr 1FY2024 |
more contracts in CMR RISK & INSURANCE SVCS INC'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)