Benefits broker of record · PLYMOUTH MEETING, PA
DIETRICH & ASSOCIATES
DIETRICH & ASSOCIATES of PLYMOUTH MEETING, PA is named as the broker of record on 10 insurance contracts in public Form 5500 Schedule A filings.
10 contracts on file name DIETRICH & ASSOCIATES 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
DIETRICH & ASSOCIATES brokers 10 insured contracts for 5 employers, across 5 states, led by NH, IL, MI.
Health is the largest line (8 contracts), followed by dental (1).
ELIXIR INSURANCE COMPANY PRESCRIPTION DRUG PLAN writes the most contracts in the book (2, about 20%); TRANSAMERICA INSURANCE CO., EXPRESS SCRIPTS, INC., HUMANA INSURANCE COMPANY follow.
Renewals concentrate on January 1: 100% 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.
- ELIXIR INSURANCE COMPANY PRESCRIPTION DRUG PLAN2
- TRANSAMERICA INSURANCE CO.2
- EXPRESS SCRIPTS, INC.1
- HUMANA INSURANCE COMPANY1
- METROPOLITAN LIFE INSURANCE COMPANY1
- TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT1
Counted by each employer's own state. Largest first.
Contracts by line.
health 8 · dental 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| CALIFORNIA GROWER FOUNDATION | NAPA, CA | UNITED OF OMAHA LIFE INSURANCE COMPANYAnnuity / GIC | —FY2023 |
| OBI RETIREE VOLUNTARY EMPLOYEE BENEFITS ASSOCIATION | LONDONDERRY, NH | TRANSAMERICA LIFE INSURANCE COMPANY | Jan 1FY2024 |
| VOTORANTIM CIMENTOS NORTH AMERICA, INC. | BRIDGEVIEW, IL | TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT | Jan 1FY2024 |
| ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST | NEW YORK, NY | ELIXIR INSURANCE COMPANY PRESCRIPTION DRUG PLAN | Jan 1FY2024 |
| OBI RETIREE VOLUNTARY EMPLOYEE BENEFITS ASSOCIATION | LONDONDERRY, NH | EXPRESS SCRIPTS, INC. | Jan 1FY2024 |
more employer in DIETRICH & ASSOCIATES'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 2023–2024 on this page)
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both