Benefits broker of record
BROKER NOT PROVIDED
BROKER NOT PROVIDED is named as the broker of record on 25 insurance contracts in public Form 5500 Schedule A filings.
25 contracts on file name BROKER NOT PROVIDED 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
BROKER NOT PROVIDED brokers 25 insured contracts for 23 employers, across 9 states, led by MD, VA, DC.
Vision is the largest line (17 contracts), followed by health (3), life (2), disability (2).
FIDELITY SECURITY LIFE INSURANCE COMPANY writes the most contracts in the book (15, about 60%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, BLUECHOICE HEALTHPLAN, BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. follow.
Renewals are spread through the year; July 1 renewals (policy year ends June) are the largest group, at 28% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
vision 17 · health 3 · life 2 · disability 2 · dental 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 |
|---|---|---|---|
| THE BOTTOM LINE INC. | BOSTON, MA | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Jul 1FY2025 |
| PRESIDIO, LLC | RESTON, VA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Aug 1FY2025 |
| UPSTATE SENIOR LIVING, INC. | GREENVILLE, SC | BLUECHOICE HEALTHPLAN | Jul 1FY2025 |
| PRESIDIO, LLC | RESTON, VA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Aug 1FY2025 |
| J & P PARK ACQUISITIONS, INC. | GREENWOOD, SC | BLUECHOICE HEALTHPLAN | Jan 1FY2024 |
more employers in BROKER NOT PROVIDED'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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