Benefits brokerage · 3 offices
THE PARTNERS GROUP
THE PARTNERS GROUP is named as the broker of record on 658 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.
Offices
Book profile
THE PARTNERS GROUP brokers 658 insured contracts for 154 employers, across 14 states, led by OR, WA, CA.
Health is the largest line (159 contracts), followed by disability (150), life (146), dental (111).
UNUM LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (98, about 15%); UNITEDHEALTHCARE INSURANCE COMPANY, UNUM INSURANCE COMPANY, STANDARD INSURANCE COMPANY follow.
Renewals concentrate on January 1: 77% 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.
- Oregon432
- Washington127
- California36
- Idaho23
- Arizona11
- Colorado8
Contracts by line.
health 159 · disability 150 · life 146 · dental 111 · vision 70 · stop-loss 2
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| NORTHWEST PERMANENTE PHYSICIANS PC | PORTLAND, OR | PORTLAND, OR | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Jan 1FY2025 |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP | OAKLAND, CA | PORTLAND, OR | STANDARD INSURANCE COMPANY | Jan 1FY2024 |
| THE PERMANENTE MEDICAL GROUP, INC. | PLEASANTON, CA | PORTLAND, OR | STANDARD INSURANCE COMPANY | Jan 1FY2025 |
| THE PERMANENTE MEDICAL GROUP, INC. | PLEASANTON, CA | PORTLAND, OR | STANDARD INSURANCE COMPANY | Jan 1FY2025 |
| THE PERMANENTE MEDICAL GROUP, INC. | PLEASANTON, CA | PORTLAND, OR | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2025 |
more employers in THE PARTNERS GROUP'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)