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Benefits broker of record · SYRACUSE, NY

CADARET GRANT & CO INC

CADARET GRANT & CO INC of SYRACUSE, NY is named as the broker of record on 24 insurance contracts in public Form 5500 Schedule A filings.

One of 8 offices of CADARET GRANT & CO INC.

Contracts brokered
24
Book size
$100k–1M
Office state
NY

24 contracts on file name CADARET GRANT & CO INC 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

CADARET GRANT & CO INC brokers 24 insured contracts for 23 employers, across 7 states, led by NY, MI, NJ.

VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY writes the most contracts in the book (9, about 38%); PRINCIPAL LIFE INSURANCE COMPANY, JOHN HANCOCK LIFE INSURANCE COMPANY, NATIONWIDE LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 80% 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
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
OCAB, INC. COMMUNITY ACTION AGENCYORANGEBURG, SCNATIONWIDE LIFE INSURANCE COMPANYAnnuity / GIC—FY2023
JASPAN SCHLESINGER NARENDRAN LLPGARDEN CITY, NYVOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC—FY2024
HEARTH MANAGEMENT, LLCBINGHAMTON, NYVOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC—FY2024
BROTHERS OF MERCY NURSING HOME COMPANY, INC. DBA BROTHERS OF MERCY NURCLARENCE, NYVOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC—FY2024
WEB RUNNERS, INC. DBA W3R CONSULTINGSOUTHFIELD, MIPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2023
Subscriber access
18

more employers in CADARET GRANT & CO INC'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 2023–2024 on this page)

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