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Benefits broker of record · PLYMOUTH, MN

20/20 ADVISOR GROUP LLC

20/20 ADVISOR GROUP LLC of PLYMOUTH, MN is named as the broker of record on 17 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
17
Book size
$100k–1M
States
MN

Book profile

20/20 ADVISOR GROUP LLC brokers 17 insured contracts for 4 employers covering 1,834 people, all in MN.

Life is the largest line (4 contracts), followed by disability (3), health (2), dental (2).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (5, about 29%); LIFE INSURANCE COMPANY OF NORTH AMERICA, BLUE CROSS AND BLUE SHIELD OF MINNESOTA, SUN LIFE ASSURANCE COMPANY OF CANADA follow.

Renewals concentrate in December — 59% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

life 4 · disability 3 · health 2 · dental 2 · vision 1

Renewals by month
  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

EmployerLocationCarrierRenews
HARVEY VOGEL MANUFACTURING CO.WOODBURY, MNBLUECROSS BLUESHIELD OF MINNESOTA AND BLUE PLUSDecember
REDWOOD FINANCIAL, INC DBA HOMETOWN BANKREDWOOD FALLS, MNBLUE CROSS AND BLUE SHIELD OF MINNESOTADecember
HARVEY VOGEL MANUFACTURING CO.WOODBURY, MNBLUECROSS BLUESHIELD OF MINNESOTA PLUS BLUE PLUSDecember
REDWOOD FINANCIAL, INC DBA HOMETOWN BANKREDWOOD FALLS, MNSUN LIFE ASSURANCE COMPANY OF CANADADecember
REDWOOD FINANCIAL, INC DBA HOMETOWN BANKREDWOOD FALLS, MNBLUE CROSS AND BLUE SHIELD OF MINNESOTADecember
Subscriber access
12

more plans in 20/20 ADVISOR GROUP LLC's book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A