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Benefits broker of record · SCOTTSDALE, AZ

ASSUREDPARTNERS

ASSUREDPARTNERS of SCOTTSDALE, AZ is named as the broker of record on 108 insurance contracts in public Form 5500 Schedule A filings.

One of 78 offices of ASSUREDPARTNERS.

Contracts brokered
108
Book size
$1M+
Office state
AZ

108 contracts on file name ASSUREDPARTNERS 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

ASSUREDPARTNERS brokers 108 insured contracts for 55 employers, across 7 states, led by AZ, CA, TX.

Life is the largest line (42 contracts), followed by health (40), disability (39), dental (37).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (27, about 25%); CIGNA HEALTH AND LIFE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF ARIZONA, AETNA LIFE INSURANCE COMPANY follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 48% of the dated welfare contracts.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 42 · health 40 · disability 39 · dental 37 · vision 36

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  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
SERRATO CORPORATION, INCTUCSON, AZAETNA LIFE INSURANCE COMPANYMay 1FY2025
BERKSHIRE HATHAWAY AUTOMOTIVE INC.IRVING, TXCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
BERKSHIRE HATHAWAY AUTOMOTIVE INC.IRVING, TXTHE LINCOLN NATIONAL LIFE INSURANCE COMPANYJan 1FY2025
VAN TUYL COMPANIES, INC.PHOENIX, AZUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
THE JOINT CORP.SCOTTSDALE, AZCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
Subscriber access
51

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)

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