form5500lookup

Benefits brokerage · 2 offices

CREST INS GROUP LLC

CREST INS GROUP LLC is named as the broker of record on 5 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
5
Carriers
3

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
TUCSONAZ4
SCOTTSDALEAZ1

Book profile

CREST INS GROUP LLC brokers 5 insured contracts for 3 employers, all in Arizona.

Disability is the largest line (3 contracts), followed by vision (2), life (2), health (1).

METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (3, about 60%); PRINCIPAL LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA follow.

Renewals concentrate on December 1: 60% of the dated welfare contracts have policy years ending in November, 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.

disability 3 · vision 2 · life 2 · health 1 · dental 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
EVIRTS, LLCGILBERT, AZTUCSON, AZPRINCIPAL LIFE INSURANCE COMPANYJan 1FY2024
THE ARIZONA COUNTRY CLUBPHOENIX, AZTUCSON, AZMETROPOLITAN LIFE INSURANCE COMPANYDec 1FY2025
SITEWORKS LLCCHANDLER, AZSCOTTSDALE, AZTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAApr 1FY2025
THE ARIZONA COUNTRY CLUBPHOENIX, AZTUCSON, AZMETROPOLITAN LIFE INSURANCE COMPANYDec 1FY2025
THE ARIZONA COUNTRY CLUBPHOENIX, AZTUCSON, AZMETROPOLITAN LIFE INSURANCE COMPANYDec 1FY2025

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)