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 93 insurance contracts in public Form 5500 Schedule A filings.
93 contracts on file name CLIPPINGER FINANCIAL GROUP, LLC 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
CLIPPINGER FINANCIAL GROUP, LLC brokers 93 insured contracts for 46 employers, across 2 states, led by IN, TN.
Disability is the largest line (30 contracts), followed by life (27), dental (23), vision (23).
RELIANCE STANDARD LIFE INSURANCE COMPANY writes the most contracts in the book (16, about 17%); VISION SERVICE PLAN, LIFE INSURANCE COMPANY OF NORTH AMERICA, HEALTH RESOURCES INC. follow.
Renewals concentrate on January 1: 67% 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.
Contracts by line.
disability 30 · life 27 · dental 23 · vision 23 · health 5
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 |
|---|---|---|---|
| HEALTHNET, INC. | INDIANAPOLIS, IN | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2023 |
| KOCH ENTERPRISES, INC. | EVANSVILLE, IN | PRUDENTIAL INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| IBA GROUP INSURANCE TRUST | INDIANAPOLIS, IN | DELTA DENTAL OF INDIANA | May 1FY2025 |
| RESPONSIBLE ENERGY OPERATIONS | PETERSBURG, IN | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| JUSTUS RENTAL PROPERTIES, INC. | INDIANAPOLIS, IN | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
more employers 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 · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)
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