form5500lookup

Benefits broker of record · BLUE BELL, PA

EMERSON REID LLC

EMERSON REID LLC of BLUE BELL, PA is named as the broker of record on 130 insurance contracts in public Form 5500 Schedule A filings.

One of 13 offices of EMERSON REID LLC.

Contracts brokered
130
Book size
$100k–1M
Office state
PA

130 contracts on file name EMERSON REID LLC 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

EMERSON REID LLC brokers 130 insured contracts for 93 employers, across 24 states, led by NY, PA, CA.

Life is the largest line (55 contracts), followed by dental (49), disability (49), vision (46).

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (25, about 19%); UNITEDHEALTHCARE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 49% of the dated welfare contracts.

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
Lines of coverage

Contracts by line.

life 55 · dental 49 · disability 49 · vision 46 · health 20 · stop-loss 1

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
APPOMNI INCSAN FRANCISCO, CAUNITEDHEALTHCARE INSURANCE COMPANYOct 1FY2025
VARIETY CHILD LEARNING CENTERSYOSSET, NYUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
THE BRADLEY CENTERPITTSBURGH, PAUNITEDHEALTHCARE INSURANCE COMPANYJul 1FY2025
SOUTHEAST MECHANICAL LLCWINSTON-SALEM, NCUNITEDHEALTHCARE INSURANCE COMPANYMay 1FY2025
BARTLETT DAIRY, INC.JAMAICA, NYUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2024
Subscriber access
88

more employers in EMERSON REID LLC's book

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

Subscribe — from $39/moAlready subscribed? Sign in

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)

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

Add to Claude Set up ChatGPT