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Benefits broker of record · MIDDLETON, WI

BENEFIT WORKS LLC

BENEFIT WORKS LLC of MIDDLETON, WI is named as the broker of record on 5 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
5
Book size
$100k–1M
States
WI

Book profile

BENEFIT WORKS LLC brokers 5 insured contracts for 1 employer covering 2,434 people, all in WI.

Health is the largest line (2 contracts), followed by vision (1), life (1), disability (1).

BLUE CROSS & BLUE SHIELD OF WISCONSIN (BCBSW)(G0422) writes the most contracts in the book (1, about 20%); COMPCARE HEALTH SERVICES INSURANCE CORP (G0423), EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, UNUM LIFE INSURANCE COMPANY OF AMERICA follow.

Renewals concentrate in December — 100% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

health 2 · vision 1 · life 1 · disability 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
STRAND ASSOCIATES, INC.MADISON, WIBLUE CROSS & BLUE SHIELD OF WISCONSIN (BCBSW)(G0422)December
STRAND ASSOCIATES, INC.MADISON, WICOMPCARE HEALTH SERVICES INSURANCE CORP (G0423)December
STRAND ASSOCIATES, INC.MADISON, WIEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICADecember
STRAND ASSOCIATES, INC.MADISON, WIUNUM LIFE INSURANCE COMPANY OF AMERICADecember
STRAND ASSOCIATES, INC.MADISON, WIWYSSTA INSURANCE COMPANY INCDecember

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