Benefits brokerage · 6 offices
CRC BENEFITS
CRC BENEFITS is named as the broker of record on 16 insurance contracts across its 6 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 |
|---|---|---|
| DALLAS | TX | 6 |
| PHOENIX | AZ | 4 |
| No city on file | — | 3 |
| FORT MYERS | FL | 1 |
| PLEASANTON | CA | 1 |
| WOODLAND HILLS | CA | 1 |
Book profile
CRC BENEFITS brokers 16 insured contracts for 16 employers, across 10 states, led by CA, FL, GA.
Stop-loss is the largest line (8 contracts), followed by health (4), dental (2), vision (2).
BERKLEY LIFE AND HEALTH INSURANCE COMPANY writes the most contracts in the book (3, about 19%); CALIFORNIACHOICE, ARAN INSURANCE, BERKLEY LIFE AND HEALTH INS follow.
Renewals concentrate on January 1: 56% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
- BERKLEY LIFE AND HEALTH INSURANCE COMPANY3
- CALIFORNIACHOICE3
- ARAN INSURANCE1
- BERKLEY LIFE AND HEALTH INS1
- BLUE CROSS BLUE SHIELD OF FLORIDA1
- CHOICEBUILDER1
Counted by each employer's own state. Largest first.
Contracts by line.
stop-loss 8 · health 4 · dental 2 · vision 2 · life 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 |
|---|---|---|---|---|
| MARIN AIRPORTER | SAN RAFAEL, CA | WOODLAND HILLS, CA | CALIFORNIACHOICE | Jan 1FY2025 |
| PASHMAN STEIN, A PROFESSIONAL CORPORATION | HACKENSACK, NJ | DALLAS, TX | HORIZON HEALTHCARE SERVICES, INC. | Jan 1FY2025 |
| AXIS COMMUNITY HEALTH | PLEASANTON, CA | PLEASANTON, CA | CALIFORNIACHOICE | Jan 1FY2025 |
| UNITED HEALTH CENTERS OF THE SAN JOAQUIN VALLEY | FRESNO, CA | PHOENIX, AZ | QBE INSURANCE | Jan 1FY2025 |
| NEEL-SCHAFFER, INC. | JACKSON, MS | PHOENIX, AZ | TOKIO MARINE | Jan 1FY2025 |
more employers in CRC BENEFITS'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 year 2025 on this page)