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Benefits broker of record · NEW YORK, NY

EMERSON RODGERS LLC

EMERSON RODGERS LLC of NEW YORK, NY is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.

One of 7 offices of EMERSON RODGERS LLC.

Contracts brokered
2
Book size
under $10k
Office state
NY

Book profile

EMERSON RODGERS LLC brokers 2 insured contracts for 2 employers, all in Pennsylvania.

Life is the largest line (2 contracts), followed by health (1), disability (1).

NIPPON LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (1, about 50%); RELIANCE STANDARD LIFE INSURANCE COMPANY follow.

Renewals concentrate on June 1: 50% of the dated welfare contracts have policy years ending in May, 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
Lines of coverage

Contracts by line.

life 2 · health 1 · disability 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
JOHN SAVOY & SON, INC.MONTOURSVILLE, PANIPPON LIFE INSURANCE COMPANY OF AMERICAJun 1FY2025
CONSOLIDATED BUILDERS BENEFITS TRUSTINDIANA, PARELIANCE STANDARD LIFE INSURANCE COMPANYJul 1FY2025

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)

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