Benefits brokerage · 6 offices
RELATION INSURANCE SERVICES OF CA
RELATION INSURANCE SERVICES OF CA is named as the broker of record on 53 insurance contracts across its 6 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 |
|---|---|---|
| PLEASANT HILL | CA | 39 |
| SAN MARINO | CA | 6 |
| WALNUT CREEK | CA | 6 |
| MODESTO | CA | 3 |
| FRESNO | CA | 1 |
| SACRAMENTO | CA | 1 |
Book profile
RELATION INSURANCE SERVICES OF CA brokers 53 insured contracts for 23 employers, across 5 states, led by CA, NY, IN.
Vision is the largest line (21 contracts), followed by life (18), dental (17), health (16).
CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the most contracts in the book (7, about 13%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN, METROPOLITAN LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 60% 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.
vision 21 · life 18 · dental 17 · health 16 · disability 10
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 | UNITEDHEALTHCARE INSURANCE COMPANY | Jul 1FY2025 |
| STEPHENS INSTITUTE DBA ACADEMY OF ART UNIVERSITY | SAN FRANCISCO, CA | PLEASANT HILL, CA | BLUE SHIELD OF CALIFORNIA | Jan 1FY2025 |
| DUCKHORN WINE COMPANY | SAINT HELENA, CA | PLEASANT HILL, CA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Aug 1FY2025 |
| TELECARE CORPORATION | ALAMEDA, CA | WALNUT CREEK, CA | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | Jul 1FY2025 |
| PROCAPS LABORATORIES INC. | HENDERSON, NV | PLEASANT HILL, CA | AETNA LIFE INSURANCE COMPANY | Sep 1FY2025 |
more employers in RELATION INSURANCE SERVICES OF CA'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)