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Benefits broker of record · EXCELSIOR, MN

EXCELSIOR BENEFITS

EXCELSIOR BENEFITS of EXCELSIOR, MN is named as the broker of record on 65 insurance contracts in public Form 5500 Schedule A filings.

One of 2 offices of EXCELSIOR BENEFITS.

Contracts brokered
65
Book size
$100k–1M
Office state
MN

65 contracts on file name EXCELSIOR BENEFITS 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

EXCELSIOR BENEFITS brokers 65 insured contracts for 64 employers, across 7 states, led by FL, MD, AL.

Health is the largest line (28 contracts), followed by life (1).

TRANSAMERICA LIFE INSURANCE COMPANY writes the most contracts in the book (44, about 68%); TRANSAMERICA INSURANCE CO., TRANSAMERICA INSURANCE CO. MEDICARE SUPPLEMENT follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 40% 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.

health 28 · life 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
GOYA FOODS, INCJERSEY CITY, NJTRANSAMERICA INSURANCE CO.Jan 1FY2024
BERKOWITZ POLLACK BRANT ADVISORS + CPAS, LLPMIAMI, FLTRANSAMERICA INSURANCE CO.Jan 1FY2025
STEVEN DOUGLAS ASSOCIATES, INC.SUNRISE, FLTRANSAMERICA INSURANCE CO.Sep 1FY2025
GAUMARD SCIENTIFIC COMPANY, INC.MIAMI, FLTRANSAMERICA LIFE INSURANCE COMPANYAug 1FY2025
NQM FUNDING LLCBOCA RATON, FLTRANSAMERICA LIFE INSURANCE COMPANYJan 1FY2025
Subscriber access
59

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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 2024–2025 on this page)

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