Benefits broker of record · FAIRFIELD, IA
CAMBRIDGE INVESTMENT RESEARCH, INC.
CAMBRIDGE INVESTMENT RESEARCH, INC. of FAIRFIELD, IA is named as the broker of record on 27 insurance contracts in public Form 5500 Schedule A filings.
One of 14 offices of CAMBRIDGE INVESTMENT RESEARCH, INC..
27 contracts on file name CAMBRIDGE INVESTMENT RESEARCH, 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
CAMBRIDGE INVESTMENT RESEARCH, INC. brokers 27 insured contracts for 27 employers, across 20 states, led by TX, KY, MA.
JOHN HANCOCK LIFE INSURANCE COMPANY writes the most contracts in the book (9, about 33%); NATIONWIDE LIFE INSURANCE COMPANY, MINNESOTA 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.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| HOBBS IRON & METAL CO., INC. | HOBBS, NM | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| TELUS AGRICULTURE HOLDINGS (US) INC. | STATE COLLEGE, PA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| HELIO HEALTH, INC. | SYRACUSE, NY | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| LESON CHEVROLET COMPANY, INC. | HARVEY, LA | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| ACCESSCNY, INC. | SYRACUSE, NY | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
more employers in CAMBRIDGE INVESTMENT RESEARCH, 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 year 2024 on this page)
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