Benefits brokerage · 3 offices
LUMITY, INC.
LUMITY, INC. is named as the broker of record on 62 insurance contracts across its 3 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 |
|---|---|---|
| SAN FRANCISCO | CA | 45 |
| SAN MATEO | CA | 17 |
| SOUTH SAN FRANCISCO | CA | 1 |
Book profile
LUMITY, INC. brokers 62 insured contracts for 30 employers, across 8 states, led by CA, NY, TX.
Health is the largest line (28 contracts), followed by disability (24), life (22), dental (19).
KAISER FOUNDATION HEALTH PLAN, INC. writes the most contracts in the book (8, about 13%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 87% 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 28 · disability 24 · life 22 · dental 19 · vision 18
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 |
|---|---|---|---|---|
| TALKDESK, INC. | COVINA, CA | SAN FRANCISCO, CA | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| SQUARETRADE, INC. | BRISBANE, CA | SAN FRANCISCO, CA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2024 |
| WHATNOT | CULVER CITY, CA | SAN FRANCISCO, CA | BLUE CROSS OF CALIFORNIA | Jan 1FY2024 |
| AXTRIA INC | BERKELEY HEIGHTS, NJ | SAN FRANCISCO, CA | HORIZON HEALTHCARE SERVICES, INC. | Jan 1FY2025 |
| URSA MAJOR TECHNOLOGIES, INC | BERTHOUD, CO | SAN FRANCISCO, CA | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
more employers in LUMITY, 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 2024–2025 on this page)