form5500lookup

Benefits broker of record · MCKINNEY, TX

ACRISURE LLC DBA ECHELON ADVISORS

ACRISURE LLC DBA ECHELON ADVISORS of MCKINNEY, TX is named as the broker of record on 8 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
8
Book size
$10k–100k
States
TX

Book profile

ACRISURE LLC DBA ECHELON ADVISORS brokers 8 insured contracts for 4 employers, across 2 states, led by TX, NE.

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

LIFE INSURANCE COMPANY OF NORTH AMERICA writes the most contracts in the book (3, about 38%); UNITED OF OMAHA LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY follow.

Renewals concentrate in February — 50% of contracts — so most of the book comes up for review at once.

Employer states
Lines of coverage

life 3 · disability 3 · dental 2 · vision 2

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
WESTERN CABINETS, INC.DALLAS, TXMETROPOLITAN LIFE INSURANCE COMPANYDecember
SUFFOLK BUSINESS SOLUTIONS, LLCDALLAS, TXMETROPOLITAN LIFE INSURANCE COMPANYFebruary
BUILDERS WAREHOUSE, INC.KEARNEY, NEUNITED OF OMAHA LIFE INSURANCE COMPANYDecember
BUILDERS WAREHOUSE, INC.KEARNEY, NEUNITED OF OMAHA LIFE INSURANCE COMPANYDecember
BRSI, LPHOUSTON, TXLIFE INSURANCE COMPANY OF NORTH AMERICAFebruary
Subscriber access
3

more plans in ACRISURE LLC DBA ECHELON ADVISORS's book

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

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