form5500lookup

Benefits broker of record · BEND, OR

EDGEWOOD PARTNERS INSURANCE CENTER

EDGEWOOD PARTNERS INSURANCE CENTER of BEND, OR is named as the broker of record on 48 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
48
Book size
$100k–1M
States
OR

Book profile

EDGEWOOD PARTNERS INSURANCE CENTER brokers 48 insured contracts for 20 employers covering 7,299 people, across at least 6 states, led by CA, NJ, PA.

Life is the largest line (24 contracts), followed by dental (9), disability (9), vision (3).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (46, about 96%); MUTUAL OF OMAHA LIFE INSURANCE COMPANY follow.

Renewals concentrate in December — 58% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

life 24 · dental 9 · disability 9 · vision 3

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
STERNO PRODUCTS, LLCTEXARKANA, TXUNITED OF OMAHA LIFE INSURANCE COMPANYJuly
FACILITY SERVICES MANAGEMENT INCCLARKSVILLE, TNUNITED OF OMAHA LIFE INSURANCE COMPANYDecember
AVMCLANCASTER, CAUNITED OF OMAHA LIFE INSURANCE COMPANYOctober
HARVEY & MADDING, INC.DUBLIN, CAUNITED OF OMAHA LIFE INSURANCE COMPANYDecember
LIGHTHOUSE WORLDWIDE SOLUTIONSWHITE CITY, ORUNITED OF OMAHA LIFE INSURANCE COMPANYDecember
Subscriber access
42

more plans in EDGEWOOD PARTNERS INSURANCE CENTER's book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Subscribe — $99/moAlready subscribed? Sign in

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