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Benefits broker of record · ST SIMONS ISLAND, GA

CAMBRIDGE INVESTMENT RESEARCH INC

CAMBRIDGE INVESTMENT RESEARCH INC of ST SIMONS ISLAND, GA is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.

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

Contracts brokered
3
Book size
under $10k
Office state
GA

Book profile

CAMBRIDGE INVESTMENT RESEARCH INC brokers 3 insured contracts for 2 employers, all in Georgia.

EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA writes the most contracts in the book (2, about 67%); TALCOTT RESOLUTION LIFE INSURANCE COMPANY follow.

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
GEORGIA LOGISTICS GROUP, INC.ST. SIMONS ISLAND, GAEMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC—FY2024
DORSA CONSULTING SERVICES, INC.SANDY SPRINGS, GATALCOTT RESOLUTION LIFE INSURANCE COMPANYAnnuity / GIC—FY2023
GEORGIA LOGISTICS GROUP, INC.ST. SIMONS ISLAND, GAEMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / 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 2023–2024 on this page)

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