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Benefits broker of record · PORTLAND, ME

DISABILITY RMS

DISABILITY RMS of PORTLAND, ME is named as the broker of record on 80 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
80
Book size
under $10k
States
ME

Book profile

DISABILITY RMS brokers 80 insured contracts for 3 employers covering 436 people, across 3 states, led by IN, NJ, OK.

Life is the largest line (3 contracts), followed by disability (1).

TRANSAMERICA LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 3%); NEW YORK LIFE INSURANCE COMPANY follow.

Renewals are spread through the year; December is the busiest month at 3% of contracts.

Carriers in the book
Employer states
Lines of coverage

life 3 · 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
WINKLER, INC.DALE, INTRANSAMERICA LIFE INSURANCE COMPANYDecember
J & K INGREDIENTS LLCPATERSON, NJTRANSAMERICA LIFE INSURANCE COMPANYDecember
FINLEY & COOK, PLLCSHAWNEE, OKNEW YORK LIFE INSURANCE COMPANYMay

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