form5500lookup

Benefits broker of record · EVANSVILLE, IN

CLIPPINGER FINANCIAL GROUP, LLC

CLIPPINGER FINANCIAL GROUP, LLC of EVANSVILLE, IN is named as the broker of record on 101 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
101
Book size
$1M+
States
IN

Book profile

CLIPPINGER FINANCIAL GROUP, LLC brokers 101 insured contracts for 45 employers covering 27,021 people, across 2 states, led by IN, TN.

Life is the largest line (27 contracts), followed by dental (24), vision (24), disability (22).

VISION SERVICE PLAN writes the most contracts in the book (14, about 14%); RELIANCE STANDARD LIFE INSURANCE COMPANY, PARAMOUNT DENTAL, SUN LIFE ASSURANCE COMPANY OF CANADA follow.

Renewals concentrate in December — 64% of contracts — so most of the book comes up for review at once.

Employer states
Lines of coverage

life 27 · dental 24 · vision 24 · disability 22 · health 4

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
HEALTHNET, INC.INDIANAPOLIS, INUNITEDHEALTHCARE INSURANCE COMPANYDecember
KOCH ENTERPRISES, INC.EVANSVILLE, INSUN LIFE ASSURANCE COMPANY OF CANADADecember
RESPONSIBLE ENERGY OPERATIONSPETERSBURG, INUNITED HEALTHCARE INSURANCE COMPANYDecember
JUSTUS RENTAL PROPERTIES, INC.INDIANAPOLIS, INUNITEDHEALTHCARE INSURANCE COMPANYDecember
YOUTH FIRST, INC.EVANSVILLE, INUNITEDHEALTHCARE INSURANCE COMPANYDecember
Subscriber access
90

more plans in CLIPPINGER FINANCIAL GROUP, LLC'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