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Benefits broker of record · FAIRFIELD, IA

CAMBRIDGE INV RESEARCH

CAMBRIDGE INV RESEARCH of FAIRFIELD, IA is named as the broker of record on 29 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
29
Book size
$100k–1M
Office state
IA

29 contracts on file name CAMBRIDGE INV RESEARCH 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

CAMBRIDGE INV RESEARCH brokers 29 insured contracts for 29 employers, across 16 states, led by NJ, TX, CO.

JOHN HANCOCK LIFE INSURANCE COMPANY writes the most contracts in the book (26, about 90%); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 63% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
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
PAR RESTORATION SERVICES, INC.CASEYVILLE, ILJOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
JDC, INC. DBA CERTAPRO PAINTERSCENTENNIAL, COJOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
B&S, INC.WILLIMANTIC, CTJOHN HANCOCK LIFE INSURANCE COMPANYDec 19FY2023
MCHUGH PHARMACY GROUP INC.WEST COLUMBIA, SCTHE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
DTJ DESIGN, INC.BOULDER, COJOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
Subscriber access
24

more employers in CAMBRIDGE INV RESEARCH'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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