form5500lookup

Benefits broker of record

BROWN & BROWN INSURANCE SERVICES, I

BROWN & BROWN INSURANCE SERVICES, I is named as the broker of record on 17 insurance contracts in public Form 5500 Schedule A filings.

One of 47 offices of BROWN & BROWN INSURANCE SERVICES, I.

Contracts brokered
17
Book size
$100k–1M
Office state
—

17 contracts on file name BROWN & BROWN INSURANCE SERVICES, I 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

BROWN & BROWN INSURANCE SERVICES, I brokers 17 insured contracts for 16 employers, across 8 states, led by MA, TX, FL.

Health is the largest line (14 contracts), followed by dental (7), vision (3), life (2).

BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. writes the most contracts in the book (7, about 41%); BLUECROSS BLUESHIELD OF TEXAS, BLUECROSS BLUESHIELD OF ILLINOIS, CIGNA HEALTH AND LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 53% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

health 14 · dental 7 · vision 3 · life 2 · disability 1

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
RECORDED FUTURESOMERVILLE, MABLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.May 1FY2025
GREATER BOSTON LEGAL SERVICESBOSTON, MABLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.Jan 1FY2025
DSR AUTO MANAGEMENT LLCSACO, MEBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.Jan 1FY2025
GLOBAL EDGE GROUP, LLCTHE WOODLANDS, TXBLUECROSS BLUESHIELD OF TEXASJan 1FY2024
TUFIN SOFTWARE NORTH AMERICA,. INC.BOSTON, MABLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.Jan 1FY2025
Subscriber access
11

more employers in BROWN & BROWN INSURANCE SERVICES, I'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)

Claude & ChatGPT

Look up records from Claude or ChatGPT

Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.

Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both