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BENEFIT FINANCIAL SERVICES GROUP
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Last modified
8/19/2024 3:35:57 PM
Creation date
5/13/2019 10:20:10 AM
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Template:
Contracts
Company Name
BENEFIT FINANCIAL SERVICES GROUP
Contract #
A-2019-037
Agency
FINANCE & MANAGEMENT SERVICES
Council Approval Date
3/5/2019
Expiration Date
12/31/2022
Insurance Exp Date
1/24/2025
Destruction Year
2027
Notes
For Insurance Exp. Date see Notice of Compliance
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A� ®® CERTIFICATE OF LIABILITY INSURANCE <br />DATE (MMI DA' Y) <br />019 <br />THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS <br />CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES <br />BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED <br />REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. <br />IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the pollcy(les) must have ADDITIONAL INSURED provisions or be endorsed. <br />If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on <br />this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). <br />PRODUCER <br />Hub International Northeast Limited <br />100 Sunnyside Blvd <br />Woodbury NY 11797 <br />CONTACT <br />NAME: Rebecca Korman <br />alcoNN Ert. 516-677-4866 a/c No; 516-496-4040 <br />noDRess: rebecca.korman hubinternational.com <br />INSURERS AFFORDING COVERAGE <br />NAICN <br />INSURERA: Hartford Casualty Insurance Company <br />29424 <br />INSURED <br />Focus Financial Partners, LLC <br />Focus Financial <br />INSURER B: Berkshire Hathaway Specialty Insurance Company <br />22276. <br />INSURERC: Hartford Underwriters Insurance Company <br />30104 <br />INSURER D: Hartford Ins Co of the Midwest <br />37478 <br />825 3rd Avenue <br />27th Floor <br />New York NY 10022 <br />INSURER E: <br />INSURER F : <br />COVERAGES CERTIFICATE NUMBER: 471060942 REVISION NUMBER: <br />THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD <br />INDICATED, NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS <br />CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, <br />EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. <br />INSR <br />LTR <br />TYPE OF INSURANCE <br />ADOL <br />D <br />SUBR <br />WVD <br />POLICY NUMBER <br />POLICY SEE <br />MMIDDIYYYY <br />POLICY EXP <br />MMIDOIYYYY <br />LIMITS <br />C <br />X <br />COMMERCIAL GENERAL LIABILITY <br />CLAIMS -MADE � OCCUR <br />31UUNAX3381 <br />1/1/2019 <br />111I2020 <br />EACHOCCURRENCE <br />$1,000.00 <br />E RE TED <br />PREMISES ER_ERTrrence <br />$1,000,000 <br />GENL <br />11 <br />MED EXP (Any one person) <br />$10,000 <br />PERSONAL &ADV INJURY <br />$1,000,000 <br />AGGREGATE LIMIT APPLIES PER: <br />POLICY PRO- <br />ECT LOU <br />OTHER, <br />GENERAL AGGREGATE <br />$3,000,000 <br />PRODUCTS - COMP/OP AEG <br />$3,000,000 <br />$ <br />C <br />I AUTOMOBILE <br />LIABILITY <br />ANY AUTO <br />OWNED SCHEDULED <br />AUTOS ONLY AUTOS <br />HIRED X NONOWNEDPROPERTY <br />AUTOS ONLY AUTOS ONLY <br />31UUNAX3381 <br />1/112019 <br />1/1/2020 <br />COMBINEDSINGLE LIMIT <br />Ea eccldenf <br />$1,000,000 <br />BODILY INJURY (Per person) <br />$ <br />X <br />id P INJURY Ier accent <br />BODILY ( ) <br />$ <br />DAMAGE <br />Per accident <br />$ <br />A <br />X <br />UMBRELLA LIAB <br />EXCESS LIAB <br />X <br />OCCUR <br />CLAIMS -MADE <br />31RHUAX3254 <br />1/1I2019 <br />1/1/2020 <br />EACH OCCURRENCE <br />$15,00Q000 <br />AGGREGATE <br />$15,000e00 <br />DED X RETENTION$ DQ A0 <br />$ <br />D <br />WORKERS COMPENSATION <br />AND EMPLOYERS' LIABILITY YIN <br />ANYPROPRIETOWPARTNER/EXECUTIVE <br />OFFICER/MEMBEREXCLUDED9 <br />(Mandatory in NH) <br />f yes, describe under <br />DESCRIPTION OF OPERATIONS below <br />NIA <br />31WBEL9793 <br />1/1/2019 <br />1/1/2020 <br />X STATUTE OERH <br />E.L. EACH ACCIDENT <br />$1,000,000 <br />E.L DISEASE -EA EMPLOYEE <br />$1,000,000 <br />EL DISEASE -POLICY LIMIT <br />$1,000,000 <br />B <br />Errors & Ommislons <br />V <br />Y <br />47-PFD-190945-01 <br />1/2612018 <br />7/25/2019 <br />Occ/Agmegate <br />10,000,000 <br />DESCRIPTION OF OPERATIONS I LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) <br />Evidence of Insurance <br />CERTIFICATE HOLDER CANCELLATION <br />SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE <br />THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN <br />City of Santa Ana <br />ACCORDANCE WITH THE POLICY PROVISIONS. <br />20 Civic Center Plaza <br />Santa Ana, CA 92701-4058 <br />AUTHORIZED REPRESENTATIVE <br />USA <br />'t�L � U <br />©1988-2015 ACORD CORPORATION. All rights reserved. <br />ACORD 25 (2016103) The ACORD name and logo are registered marks of ACORD <br />
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