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Benefits brokerage · 2 offices

HILLCREST INSURANCE SERVICES, INC.

HILLCREST INSURANCE SERVICES, INC. is named as the broker of record on 7 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
7
Carriers
4

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
LOS ANGELESCA4
SANTA MONICACA3

Book profile

HILLCREST INSURANCE SERVICES, INC. brokers 7 insured contracts for 2 employers, all in California.

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

KAISER FOUNDATION HEALTH PLAN, INC. writes the most contracts in the book (2, about 29%); UNITEDHEALTHCARE INSURANCE COMPANY, VISION SERVICE PLAN, HUMANA INSURANCE COMPANY follow.

Renewals concentrate on July 1: 57% of the dated welfare contracts have policy years ending in June, 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.

health 3 · dental 2 · vision 2 · life 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
STEP UP ON SECOND STREET, INC.SANTA MONICA, CALOS ANGELES, CAKAISER FOUNDATION HEALTH PLAN, INC.Jul 1FY2025
STEP UP ON SECOND STREET, INC.SANTA MONICA, CALOS ANGELES, CAUNITEDHEALTHCARE INSURANCE COMPANYJul 1FY2025
CHILDREN'S DENTAL FUNZONEWEST COVINA, CALOS ANGELES, CAKAISER FOUNDATION HEALTH PLAN, INC.Jan 1FY2025
STEP UP ON SECOND STREET, INC.SANTA MONICA, CALOS ANGELES, CAHUMANA INSURANCE COMPANYJul 1FY2025
CHILDREN'S DENTAL FUNZONEWEST COVINA, CASANTA MONICA, CAUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
Subscriber access
2

more contracts in HILLCREST INSURANCE SERVICES, 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 year 2025 on this page)