Benefits broker of record · BOSTON, MA
CUSTOM BENEFITS PROGRAMS
CUSTOM BENEFITS PROGRAMS of BOSTON, MA is named as the broker of record on 8 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
8
Book size
$10k–100k
States
MA
Book profile
CUSTOM BENEFITS PROGRAMS brokers 8 insured contracts for 7 employers, across 5 states, led by CA, FL, MA.
METROPOLITAN GENERAL INSURANCE COMPANY writes the most contracts in the book (6, about 75%); METLIFE LEGAL PLANS follow.
Renewals concentrate in December — 75% of contracts — so most of the book comes up for review at once.
Carriers in the book
Employer states
Renewals by month
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| LAWRENCE LIVERMORE NATIONAL SECURITY LLC | LIVERMORE, CA | METLIFE LEGAL PLANS | August |
| LAWRENCE LIVERMORE NATIONAL SECURITY LLC | LIVERMORE, CA | METLIFE LEGAL PLANS | August |
| LAWRENCE LIVERMORE NATIONAL SECURITY LLC | LIVERMORE, CA | METROPOLITAN GENERAL INSURANCE COMPANY | December |
| IN-N-OUT BURGERS, A CALIFORNIA CORPORATION | IRVINE, CA | METROPOLITAN GENERAL INSURANCE COMPANY | December |
| ONE GI, LLC | BRENTWOOD, TN | METROPOLITAN GENERAL INSURANCE COMPANY | December |
Subscriber access
3
more plans in CUSTOM BENEFITS PROGRAMS'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