Benefits broker of record · DALLAS, TX
DKG INSURANCE & FINANCIAL SVCS, INC
DKG INSURANCE & FINANCIAL SVCS, INC of DALLAS, TX is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.
One of 3 offices of DKG INSURANCE & FINANCIAL SVCS, INC.
Book profile
DKG INSURANCE & FINANCIAL SVCS, INC brokers 4 insured contracts for 3 employers, across 3 states, led by CA, NY, PA.
Health is the largest line (4 contracts), followed by dental (1), vision (1).
AETNA HEALTH, INC. writes the most contracts in the book (1, about 25%); AETNA LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., UNITEDHEALTHCARE INSURANCE COMPANY follow.
Renewals concentrate on December 1: 50% of the dated welfare contracts have policy years ending in November, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
health 4 · dental 1 · vision 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| QTC COMMERCIAL SERVICES, LLC | MALVERN, PA | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| GARDEN COMMUNITIES | SAN DIEGO, CA | AETNA HEALTH, INC. | Dec 1FY2024 |
| GARDEN COMMUNITIES | SAN DIEGO, CA | AETNA LIFE INSURANCE COMPANY | Dec 1FY2024 |
| THE AMERICAN MUSICAL AND DRAMATIC ACADEMY | NEW YORK, NY | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2025 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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