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Benefits brokerage · 6 offices

PCF INS SVCS OF THE WEST LLC

PCF INS SVCS OF THE WEST LLC is named as the broker of record on 8 insurance contracts across its 6 offices in public Form 5500 Schedule A filings.

Offices
6
Contracts
8
Carriers
5

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.

Book profile

PCF INS SVCS OF THE WEST LLC brokers 8 insured contracts for 6 employers, across 4 states, led by UT, IL, MD.

Life is the largest line (4 contracts), followed by disability (4), health (1), vision (1).

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (3, about 38%); PRINCIPAL LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 38% of the dated welfare contracts.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 4 · disability 4 · health 1 · vision 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
FOLLETT SOFTWARE, LLCMCHENRY, ILMOUNT VERNON, WATHE LINCOLN NATIONAL LIFE INSURANCE COMPANYJan 1FY2025
GILLESPIE AND SON, INCCHESTERTOWN, MDNo city on fileCIGNA HEALTH AND LIFE INSURANCE COMPANYJul 1FY2025
CYPRUS FEDERAL CREDIT UNIONWEST JORDAN, UTNEWARK, DEEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICAJan 1FY2024
FORELAND TRANSPORTATIONWOODS CROSS, UTBOUNTIFUL, UTPRINCIPAL LIFE INSURANCE COMPANYDec 1FY2024
FORELAND TRANSPORTATIONWOODS CROSS, UTWOODS CROSS, UTTHE LINCOLN NATIONAL LIFE INSURANCE COMPANYApr 1FY2025
Subscriber access
1

more employer in PCF INS SVCS OF THE WEST 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 2024–2025 on this page)