form5500lookup

Benefits brokerage · 2 offices

PACIFIC RESOURCES BENEFITS ADV LLC

PACIFIC RESOURCES BENEFITS ADV LLC is named as the broker of record on 10 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
10
Carriers
2

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
BOSTONMA9
WOODLAND HILLSCA1

Book profile

PACIFIC RESOURCES BENEFITS ADV LLC brokers 10 insured contracts for 8 employers, across 4 states, led by TX, MN, NY.

Life is the largest line (4 contracts), followed by disability (3).

HARTFORD LIFE AND ACCIDENT writes the most contracts in the book (7, about 70%); PRUDENTIAL INSURANCE COMPANY OF AMERICA follow.

Renewals concentrate on January 1: 90% of the dated welfare contracts have policy years ending in December, 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.

life 4 · disability 3

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
TARGET CORPORATIONBROOKLYN PARK, MNBOSTON, MAPRUDENTIAL INSURANCE COMPANY OF AMERICAApr 1FY2025
CONOCOPHILLIPS COMPANYHOUSTON, TXBOSTON, MAHARTFORD LIFE AND ACCIDENTJan 1FY2023
CONOCOPHILLIPS COMPANYHOUSTON, TXBOSTON, MAHARTFORD LIFE AND ACCIDENTJan 1FY2024
ASURION LLCNASHVILLE, TNBOSTON, MAPRUDENTIAL INSURANCE COMPANY OF AMERICAJan 1FY2024
CONOCOPHILLIPS COMPANYHOUSTON, TXBOSTON, MAHARTFORD LIFE AND ACCIDENTJan 1FY2023
Subscriber access
3

more employers in PACIFIC RESOURCES BENEFITS ADV LLC'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)