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Benefits brokerage · 2 offices

VOLUNTARY BENEFIT ADVISORS

VOLUNTARY BENEFIT ADVISORS is named as the broker of record on 129 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
129
Carriers
12

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.

CityStateContracts
IRVINECA103
SANTA ANACA26

Book profile

VOLUNTARY BENEFIT ADVISORS brokers 129 insured contracts for 66 employers, across 7 states, led by CA, IN, TX.

Life is the largest line (46 contracts), followed by disability (30), health (14), dental (6).

UNUM INSURANCE COMPANY writes the most contracts in the book (30, about 23%); PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 42% of the dated welfare contracts.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

life 46 · disability 30 · health 14 · dental 6 · vision 6

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
BLACKSTONE CONSULTING, INC.LOS ANGELES, CAIRVINE, CATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
NORTHGATE GONZALEZ MARKETS, INC.ANAHEIM, CAIRVINE, CAUNUM LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
SUPER CENTER CONCEPTS, INC.SANTA FE SPRINGS, CAIRVINE, CAPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANYSep 1FY2025
LAKESHORE LEARNING MATERIALS, LLCCARSON, CAIRVINE, CAUNUM LIFE INSURANCE COMPANY OF AMERICAApr 1FY2025
ARAKELIAN ENTERPRISES, INC.CITY OF INDUSTRY, CAIRVINE, CAPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANYJul 1FY2025
Subscriber access
61

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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)