Benefits brokerage · 2 offices
PENSIONMARK SECURITIES, LLC
PENSIONMARK SECURITIES, LLC is named as the broker of record on 24 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 BARBARA | CA | 23 |
| SANTA ANA | CA | 1 |
Book profile
PENSIONMARK SECURITIES, LLC brokers 24 insured contracts for 21 employers, across 7 states, led by ME, CA, TX.
The book is entirely life coverage.
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY writes the most contracts in the book (10, about 42%); AMERICAN UNITED LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY, STANDARD INSURANCE COMPANY follow.
Renewals concentrate on September 1: 50% of the dated welfare contracts have policy years ending in August, 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.
life 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 |
|---|---|---|---|---|
| AMERICAN BANKERS ASSOCIATION | WASHINGTON, DC | SANTA BARBARA, CA | METROPOLITAN LIFE INSURANCE COMPANY | Sep 1FY2024 |
| WORLD TERMINAL PARKING, INC. | EL CAJON, CA | SANTA BARBARA, CA | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | Nov 1FY2025 |
| QUALITY SERVICES INTERNATIONAL LLC | SAN ANTONIO, TX | SANTA BARBARA, CA | TRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| DEVENS TREATMENT & RECOVERY CENTER, LLC | DEVENS, MA | SANTA BARBARA, CA | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2024 |
| ALL CITY MANAGEMENT SERVICES, INC. | SANTA FE SPRINGS, CA | SANTA BARBARA, CA | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
more employers in PENSIONMARK SECURITIES, 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)