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.
One of 5 offices of EQUITY SERVICES, INC..
10 contracts on file name EQUITY SERVICES, INC. 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
EQUITY SERVICES, INC. brokers 10 insured contracts for 9 employers, across 6 states, led by NJ, IL, NY.
PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (8, about 80%); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY follow.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | DES MOINES, IA | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| MCM PRODUCTS USA INC. | SECAUCUS, NJ | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2023 |
| 12 INTERACTIVE, LLC | CHICAGO, IL | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| PLAN PROFESSIONALS, LLC | SHREWSBURY, NJ | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| THE UNION LEAGUE CLUB | NEW YORK, NY | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
more employers in EQUITY SERVICES, INC.'s book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2024 on this page)
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