form5500lookup

Benefits broker of record · LOUISVILLE, KY

CIS INS AND INVESTMENTS PARTNERS LL

CIS INS AND INVESTMENTS PARTNERS LL of LOUISVILLE, KY is named as the broker of record on 9 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
9
Book size
$100k–1M
States
KY

Book profile

CIS INS AND INVESTMENTS PARTNERS LL brokers 9 insured contracts for 2 employers covering 2,624 people, across 2 states, led by LA, KY.

Dental is the largest line (2 contracts), followed by vision (2), life (2), health (1).

UNITED OF OMAHA LIFE INSURANCE writes the most contracts in the book (8, about 89%); ANTHEM HEALTH PLANS OF KENTUCKY, INC. follow.

Renewals concentrate in December — 89% of contracts — so most of the book comes up for review at once.

Employer states
Lines of coverage

dental 2 · vision 2 · life 2 · health 1 · disability 1

Renewals by month
  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
KENTUCKY ASSOCIATION OF MANUFACTURERSFRANKFORT, KYANTHEM HEALTH PLANS OF KENTUCKY, INC.August
JD BANKJENNINGS, LAUNITED OF OMAHA LIFE INSURANCEDecember
JD BANKJENNINGS, LAUNITED OF OMAHA LIFE INSURANCEDecember
JD BANKJENNINGS, LAUNITED OF OMAHA LIFE INSURANCEDecember
JD BANKJENNINGS, LAUNITED OF OMAHA LIFE INSURANCEDecember
Subscriber access
4

more plans in CIS INS AND INVESTMENTS PARTNERS LL'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