California Corporate Benefits Insurance Services

Company Website

16955 Via Del Campo Ste., 100
San Diego, CA 92127

Company Est.:

Year Est. in San Diego: 1986

Sourcebook Data

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California Corporate Benefits Insurance Services

Number of Local Full-Time Employees

6

Companywide Premium Volume in Dollars 2011

$34,383,258

Local Premuim Volume in Dollars 2010

$35,391,930

Companywide Premium Volume in Dollars 2010

$35,391,930

Number of Local Agents

0

Number of Local Brokers

2

Number of Brokers Companywide

2

Types of Coverage Offered

Group life, AD&D
cafeteria plans
401(k), 403(b), 457(b)
defined contribution
defined benefit
cash balance
non-qualified
medical and dental
vision
long-term disability
short term disability
EAP
group specialty products
group voluntary products suites
long term care

List of Companies Represented

All public, private and non-profit major medical and non-medical carriers

Services Offered

Employee benefits communications
Affordable Care Act strategist
compliance services
benefits technologies including free online enrollment and benefits management
retirement plan advice and consulting through California Corporate Retirement Services

Specialty Services Offered

Personalized benefits communications; HR call center
retirement gap letters
HR technology services
Securities offered through LPL Financial, Member FINRA/SIPC
RIA services provided as an investment Advisor Representative of LPL Financial, a registered investment advisor
compliances services
3(21) fiduciary services, 3(38) fiduciary services
CEFEX certified ERISA investment advisor
"Paychecks for Life", 1 on 1 Employee Counseling

Executives

Robert Recchia, CLU ChFC AIF

  • President

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