| Relationships | Role | Relationship Start | Relationship End |
| Wells Fargo Insurance Services, Inc. | Parent | 6/30/2007 | 12/31/2009 |
| Wells Fargo Insurance Services, Inc. | Parent | 5/1/2001 | 6/29/2007 |
| Wells Fargo Insurance Services Of Oregon, Inc. | Subsidary | 6/30/2007 | 12/31/2009 |
| Wells Fargo Insurance Services Of Oregon, Inc. | Subsidary | 5/1/2001 | 6/29/2007 |
| Pacific Rim Healthcare Solutions, Inc. | Subsidary | 5/1/2001 | 1/24/2005 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wells Fargo Insurance Services Usa, Inc. | Buyer | Discontinued | 1/1/2010 |