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Benefits broker of record · MONTPELIER, VT

EQUITY SERVICES, INC.

EQUITY SERVICES, INC. of MONTPELIER, VT is named as the broker of record on 10 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
10
Book size
$10k–100k
States
VT

Book profile

EQUITY SERVICES, INC. brokers 10 insured contracts for 7 employers covering 1,354 people, across 5 states, led by IL, NJ, NY.

PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (7, about 70%); VOYA RETIREMENT INSURANCE AND ANNUITY CO follow.

Renewals concentrate in December — 80% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
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
ICS CORPORATIONWEST DEPTFORD, NJPRINCIPAL LIFE INSURANCE COMPANYDecember
MCM PRODUCTS USA INC.SECAUCUS, NJPRINCIPAL LIFE INSURANCE COMPANYDecember
THE UNION LEAGUE CLUBNEW YORK, NYPRINCIPAL LIFE INSURANCE COMPANYDecember
12 INTERACTIVE, LLCCHICAGO, ILPRINCIPAL LIFE INSURANCE COMPANYDecember
12 INTERACTIVE, LLCCHICAGO, ILPRINCIPAL LIFE INSURANCE COMPANYDecember
Subscriber access
3

more plans in EQUITY SERVICES, INC.'s book

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

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