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Benefits broker of record · BLUE BELL, PA

EMERSON RODGERS LLC

EMERSON RODGERS LLC of BLUE BELL, PA is named as the broker of record on 14 insurance contracts in public Form 5500 Schedule A filings.

One of 7 offices of EMERSON RODGERS LLC.

Contracts brokered
14
Book size
$10k–100k
Office state
PA

14 contracts on file name EMERSON RODGERS 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 RODGERS LLC brokers 14 insured contracts for 12 employers, across 8 states, led by AZ, PA, CA.

Disability is the largest line (8 contracts), followed by life (7), dental (5), vision (4).

METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (4, about 29%); PRINCIPAL LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF ARIZONA follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 36% 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.

disability 8 · life 7 · dental 5 · vision 4 · health 2

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
PALLET MANAGEMENT SERVICES LLCPHOENIX, AZBLUE CROSS BLUE SHIELD OF ARIZONAJan 2FY2026
EMERGENCY CARE CONSULTANTS PAMINNEAPOLIS, MNMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2024
RENAISSANCE ARTS AND EDUCATIONPALMETTO, FLMETROPOLITAN LIFE INSURANCE COMPANYJul 1FY2025
RELIABLE EQUIPMENT & SERVICE CO., INC.WARMINSTER, PAUNITED OF OMAHA LIFE INSURANCE COMPANYJun 1FY2025
BENFORD CAPITAL PARTNERS MANAGEMENT, LPCHICAGO, ILMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2024
Subscriber access
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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2026 on this page)

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