form5500lookup

Benefits broker of record · CEDAR RAPIDS, IA

BROKERAGE SOLUTIONS INC.

BROKERAGE SOLUTIONS INC. of CEDAR RAPIDS, IA is named as the broker of record on 6 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
6
Book size
$10k–100k
States
IA

Book profile

BROKERAGE SOLUTIONS INC. brokers 6 insured contracts for 3 employers covering 1,554 people, all in IA.

Disability is the largest line (3 contracts), followed by life (2).

RELIANCE STANDARD LIFE INSURANCE COMPANY writes the most contracts in the book (4, about 67%); STANDARD INSURANCE COMPANY follow.

Renewals concentrate in December — 67% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

disability 3 · life 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
PROFESSIONAL OFFICE SERVICES INC EMPLOYEE BENEFIT PLANWATERLOO, IARELIANCE STANDARD LIFE INSURANCE COMPANYDecember
TRIOAK FOODS, LLCOAKVILLE, IARELIANCE STANDARD LIFE INSURANCE COMPANYDecember
TRIOAK FOODS, LLCOAKVILLE, IARELIANCE STANDARD LIFE INSURANCE COMPANYDecember
TRIOAK FOODS, LLCOAKVILLE, IARELIANCE STANDARD LIFE INSURANCE COMPANYDecember
MIDLAND INFORMATION RESOURCES COMPANYDAVENPORT, IASTANDARD INSURANCE COMPANYMarch

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