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HomeMy WebLinkAboutCOI - Raftelis Financial Services, Inc. - Expires: 2027/01/21Client#: 1722483 RAFTEFIN ACORD. CERTIFICATE OF LIABILITY INSURANCE DATE (MMIDDIYYYY} 1/15/2026 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer any rights to the certificate holder in lieu of such endorsement(s). PRODUCER USI Insurance Svc Charlotte CL 6100 Fairview Road, Suite 1400 Charlotte, NC 28210-3293 704 543-0258 INSURED Raftelis Financial Consultants, Inc. 227 West Trade Street, Ste. 1400 Charlotte, NC 28202 (A/C, No, Ext): CONTACT Susan McCormack PHONE 980-265-5819 E-MAIL ADDRESS: susan.mccormack@usi.com • (AX /C, No): INSURER(S) AFFORDING COVERAGE NAIC # INSURER A : Federal Insurance Company 20281 INSURER B : Chubb National Insurance Company INSURER c ; ACE American Insurance Company 10052 22667 NSURER D : INSURER E : (INSURER F: COVERAGES CERTIFICATE NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDLSUBR INSR WVD POLICY NUMBER POLICY EFF (MMIDDIYYYY) POLICY EXP (MMIDDJYYYY) LIMITS A X COMMERCIAL GENERAL CLAIMS -MADE LIABILITY X OCCUR X I X 36083016 01/21/2026 01/21/2027 EACH OCCURRENCE S 1,000,000 PREMISES(Eaoccurrrence) $1,000,000 MED EXP (Any one person) $10,000 PERSONAL & ADV INJURY $1,000,000 GE AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $2,000,000 _ POLICY X JECOT OTHER: L I LOC PRODUCTS - COMP/OP AGG $2,000,000 $ A AUTOMOBILE LIABILITY ANY AUTO OWNED AUTOS ONLY HIRED AUTOS ONLY SCHEDULED AUTOS NON -OWNED AUTOS ONLY X X 73648269 01/21/2026 01/21/2027 {E0aaHc,¢e©tSINGLELIMIT $l 000,000 BODILY INJURY (Per person) $ BODILY INJURY (Per accident) S X X PROPERTY DAMAGE $ {Per accident) $ A UMBRELLA LAB EXCESS UAB X f OCCUR X X 56726414 01/21/2026 01/21/2027 EACH OCCURRENCE $5,000,000 X I CLAIMS -MADE AGGREGATE S5,000,000 DED X RETENTION $0 $ B WORKERS COMPENSATION AND EMPLOYERS` LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS Y f N NI NIA X 71839613 01/21/2026 01/21/2027 X STATUTE �RH E.L. EACH ACCIDENT $1 000 00 a 0 below E.L. DISEASE - EA EMPLOYEE $1,,000,000 E.L. DISEASE- POLICY LIMIT , $1,000,000 C Professional D02819028 01/21/2026 01/21/2027 $5,000,000 Per Claim DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached it more space is required) City of Gilroy is included as an Additional Insured with respect to General Liability, Automobile and Umbrella will follow form as per written contract. The coverage afforded to the Additional Insured is on a Primary and Non -Contributory basis for General Liability, Automobile and Umbrella if required by written contract. Waiver of Subrogation applies to General Liability, Automobile, Workers Compensation and Umbrella policies in favor of the above listed Additional Insured per written contract. CERTIFICATE HOLDER CANCELLATION City of Gilroy 7301 Hanna Street Gilroy, CA 95020-0000 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE OO 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) 1 of 1 The ACORD name and logo are registered marks of ACORD #S526183271M52612588 TBPZP