Benefits brokerage · 2 offices
JAMES P. BENNETT & COMPANY
JAMES P. BENNETT & COMPANY is named as the broker of record on 44 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 |
|---|---|---|
| SANTA MONICA | CA | 37 |
| No city on file | — | 7 |
Book profile
JAMES P. BENNETT & COMPANY brokers 44 insured contracts for 7 employers, across 2 states, led by CA, NV.
Health is the largest line (17 contracts), followed by dental (8), vision (7), life (7).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (22, about 50%); ANTHEM BLUE CROSS, KAISER FOUNDATION HEALTH PLAN, INC., FEDERAL INSURANCE COMPANY follow.
Renewals concentrate on March 1: 64% of the dated welfare contracts have policy years ending in February, 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 17 · dental 8 · vision 7 · life 7 · disability 7 · stop-loss 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 |
|---|---|---|---|---|
| UTILITY TRAILER MANUFACTURING COMPANY, LLC | CITY OF INDUSTRY, CA | SANTA MONICA, CA | ANTHEM BLUE CROSS | Mar 1FY2025 |
| HCEW INC | CITY OF INDUSTRY, CA | SANTA MONICA, CA | ANTHEM BLUE CROSS | Mar 1FY2025 |
| GREATER LAS VEGAS CHAMBER OF COMMERCE | LAS VEGAS, NV | SANTA MONICA, CA | ROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE, INC. | Jul 1FY2025 |
| GREATER LAS VEGAS CHAMBER OF COMMERCE | LAS VEGAS, NV | SANTA MONICA, CA | ROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE, INC. | Jul 1FY2025 |
| UTILITY TRAILER MANUFACTURING COMPANY, LLC | CITY OF INDUSTRY, CA | SANTA MONICA, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Mar 1FY2025 |
more employers in JAMES P. BENNETT & COMPANY'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)