Benefits brokerage · 24 offices
RELATION INSURANCE SERVICES, INC.
RELATION INSURANCE SERVICES, INC. is named as the broker of record on 279 insurance contracts across its 24 offices in public Form 5500 Schedule A filings.
Offices
The 12 offices with the largest books, largest first. The other 12 are in the list below.
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 |
|---|---|---|
| PLEASANT HILL | CA | 99 |
| TULSA | OK | 83 |
| DALLAS | TX | 19 |
| LOS ANGELES | CA | 15 |
| WALNUT CREEK | CA | 13 |
| SAN MARINO | CA | 12 |
| CHARLOTTE | NC | 10 |
| SACRAMENTO | CA | 9 |
| FRESNO | CA | 7 |
| PEACHTREE CORNERS | GA | 6 |
| MODESTO | CA | 5 |
| ALPHARETTA | GA | 4 |
| MEDINAH | IL | 4 |
| STOCKTON | CA | 3 |
| No city on file | — | 2 |
| MUSKOGEE | OK | 2 |
| PASADENA | CA | 2 |
| SAN ANTONIO | TX | 2 |
| BROOKLYN | NY | 1 |
| CHICAGO | IL | 1 |
| GREENVILLE | SC | 1 |
| MCALLEN | TX | 1 |
| NASHVILLE | TN | 1 |
| SAN FRANCISCO | CA | 1 |
All 24 offices
Every office that files under the RELATION INSURANCE SERVICES, INC. name, largest book first.
Book profile
RELATION INSURANCE SERVICES, INC. brokers 279 insured contracts for 115 employers, across 17 states, led by CA, OK, TX.
Life is the largest line (104 contracts), followed by health (103), disability (75), vision (72).
KAISER FOUNDATION HEALTH PLAN, INC. writes the most contracts in the book (25, about 9%); UNITED OF OMAHA LIFE INSURANCE COMPANY, VISION SERVICE PLAN, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA follow.
Renewals concentrate on January 1: 57% 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.
life 104 · health 103 · disability 75 · vision 72 · dental 65 · 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.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| TELECARE CORPORATION | ALAMEDA, CA | PLEASANT HILL, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Jul 1FY2025 |
| APAVE AMERICA, INC. | TULSA, OK | TULSA, OK | BLUECROSS BLUESHIELD OF OKLAHOMA | Oct 1FY2025 |
| SANTE HEALTH SYSTEM, INC. | FRESNO, CA | WALNUT CREEK, CA | BLUE SHIELD OF CALIFORNIA | Jan 1FY2025 |
| MASONS OF CALIFORNIA | SAN FRANCISCO, CA | PLEASANT HILL, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2025 |
| GREATER LAS VEGAS CHAMBER OF COMMERCE | LAS VEGAS, NV | SACRAMENTO, CA | ROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE, INC. | Jul 1FY2025 |
more employers in RELATION INSURANCE SERVICES, 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 year 2025 on this page)