Benefits brokerage · 2 offices
EXPERTQUOTE, INC.
EXPERTQUOTE, INC. is named as the broker of record on 66 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.
Offices
Book profile
EXPERTQUOTE, INC. brokers 66 insured contracts for 22 employers, across 2 states, led by CA, TX.
Health is the largest line (30 contracts), followed by life (20), dental (18), vision (18).
KAISER FOUNDATION HEALTH PLAN, INC. writes the most contracts in the book (16, about 24%); DELTA DENTAL OF CALIFORNIA, TRANSAMERICA LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 52% 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.
Counted by each employer's own state. Largest first.
Contracts by line.
health 30 · life 20 · dental 18 · vision 18 · disability 13
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 |
|---|---|---|---|---|
| SAN JOSE SHARKS, LLC | SAN JOSE, CA | ROSEVILLE, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2024 |
| SANTA CRUZ SEASIDE COMPANY | SANTA CRUZ, CA | ROSEVILLE, CA | CALIFORNIA PHYSICIANS SERVICE | Jan 1FY2025 |
| CORDEVALLE L.P. | SAN MARTIN, CA | ROSEVILLE, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2023 |
| PACIFIC GROSERVICE, INC. | SAN JOSE, CA | ROSEVILLE, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Aug 1FY2025 |
| SAN JOSE SHARKS, LLC | SAN JOSE, CA | ROSEVILLE, CA | BLUE CROSS OF CALIFORNIA | Jan 1FY2024 |
more employers in EXPERTQUOTE, 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 2023–2025 on this page)