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Benefits broker of record · IRWIN, PA

DUNCAN FINANCIAL GROUP LLC

DUNCAN FINANCIAL GROUP LLC of IRWIN, PA is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
4
Book size
under $10k
Office state
PA

Book profile

DUNCAN FINANCIAL GROUP LLC brokers 4 insured contracts for 3 employers, across 3 states, led by PA, CT, FL.

PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 50%); JOHN HANCOCK LIFE INSURANCE COMPANY, TRANSAMERICA LIFE 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.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  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
B&S, INC.WILLIMANTIC, CTJOHN HANCOCK LIFE INSURANCE COMPANYDec 19FY2023
TTG IMAGING SOLUTIONS, LLCPITTSBURGH, PAPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
TTG IMAGING SOLUTIONS, LLCPITTSBURGH, PAPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
SAMCO PROPERTIES INCDEERFIELD BEACH, FLTRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC—FY2024

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)

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