form5500lookup

Benefits broker of record

CAMBRIDGE INVESTMENT RESEARCH INC

CAMBRIDGE INVESTMENT RESEARCH INC is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.

One of 14 offices of CAMBRIDGE INVESTMENT RESEARCH, INC..

Contracts brokered
4
Book size
under $10k
Office state
—

Book profile

CAMBRIDGE INVESTMENT RESEARCH INC brokers 4 insured contracts for 4 employers, across 4 states, led by FL, NV, PA.

JOHN HANCOCK LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 50%); NATIONWIDE LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 100% 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
MAPA OPERATING, LLCPHILADELPHIA, PANATIONWIDE LIFE INSURANCE COMPANYAnnuity / GIC—FY2023
BELLAVANCE TRUCKING, INC.BARRE, VTJOHN HANCOCK LIFE INSURANCE COMPANYJan 1FY2024
K CORPORATIONINCLINE VILLAGE, NVJOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC—FY2025
PROFESSIONAL AVIATION MANAGEMENT, INC.DORAL, FLTHE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)

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