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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.

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
LAWRENCE LIVERMORE NATIONAL SECURITY LLCLIVERMORE, CAMETLIFE LEGAL PLANSAugust
LAWRENCE LIVERMORE NATIONAL SECURITY LLCLIVERMORE, CAMETLIFE LEGAL PLANSAugust
LAWRENCE LIVERMORE NATIONAL SECURITY LLCLIVERMORE, CAMETROPOLITAN GENERAL INSURANCE COMPANYDecember
IN-N-OUT BURGERS, A CALIFORNIA CORPORATIONIRVINE, CAMETROPOLITAN GENERAL INSURANCE COMPANYDecember
ONE GI, LLCBRENTWOOD, TNMETROPOLITAN GENERAL INSURANCE COMPANYDecember
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