Benefits broker of record · DALLAS, TX
ASD INSURANCE AND FINANCIAL SVCS
ASD INSURANCE AND FINANCIAL SVCS of DALLAS, TX is named as the broker of record on 7 insurance contracts in public Form 5500 Schedule A filings.
One of 2 offices of ASD INSURANCE AND FINANCIAL SVCS.
7 contracts on file name ASD INSURANCE AND FINANCIAL SVCS as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
ASD INSURANCE AND FINANCIAL SVCS brokers 7 insured contracts for 3 employers, across 2 states, led by NY, CA.
Health is the largest line (2 contracts), followed by dental (2), vision (2), disability (2).
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK writes the most contracts in the book (4, about 57%); UNITEDHEALTHCARE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 57% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
health 2 · dental 2 · vision 2 · disability 2 · life 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| FAMILY SERVICES OF WESTCHESTER, INC. | PURCHASE, NY | UNITEDHEALTHCARE INSURANCE COMPANY | Jul 1FY2025 |
| GARDEN COMMUNITIES | SAN DIEGO, CA | AETNA LIFE INSURANCE COMPANY | Dec 1FY2024 |
| NEW LEADERS, INC. | NEW YORK, NY | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | Jan 1FY2025 |
| NEW LEADERS, INC. | NEW YORK, NY | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | Jan 1FY2025 |
| NEW LEADERS, INC. | NEW YORK, NY | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | Jan 1FY2025 |
more contracts in ASD INSURANCE AND FINANCIAL SVCS'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 · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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