form5500lookup

Benefits broker of record · SOMERSET, NJ

CUSTOM BENEFITS PROGRAM INC.

CUSTOM BENEFITS PROGRAM INC. of SOMERSET, NJ is named as the broker of record on 5 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
5
Book size
$100k–1M
States
NJ

Book profile

CUSTOM BENEFITS PROGRAM INC. brokers 5 insured contracts for 2 employers, across 2 states, led by CA, NY.

Health is the largest line (4 contracts), followed by life (1), disability (1).

METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (4, about 80%); PRUDENTIAL INSURANCE COMPANY OF AMERICA follow.

Renewals concentrate in December — 100% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

health 4 · life 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
IN-N-OUT BURGERS, A CALIFORNIA CORPORATIONIRVINE, CAMETROPOLITAN LIFE INSURANCE COMPANYDecember
IN-N-OUT BURGERS, A CALIFORNIA CORPORATIONIRVINE, CAMETROPOLITAN LIFE INSURANCE COMPANYDecember
INTESA SANPAOLO S.P.A.NEW YORK, NYPRUDENTIAL INSURANCE COMPANY OF AMERICADecember
IN-N-OUT BURGERS, A CALIFORNIA CORPORATIONIRVINE, CAMETROPOLITAN LIFE INSURANCE COMPANYDecember
IN-N-OUT BURGERS, A CALIFORNIA CORPORATIONIRVINE, CAMETROPOLITAN LIFE INSURANCE COMPANYDecember

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A