Benefits broker of record · SANTA FE, NM
FINCEPTS LLC
FINCEPTS LLC of SANTA FE, NM is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
2
Book size
$10k–100k
States
NM
Book profile
FINCEPTS LLC brokers 2 insured contracts for 1 employer covering 124 people, all in NM.
Life is the largest line (1 contracts), followed by disability (1).
UNITED HEALTHCARE INSURANCE COMPANY writes the most contracts in the book (1, about 50%).
Renewals concentrate in December — 50% of contracts — so most of the book comes up for review at once.
Carriers in the book
Renewals by month
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| CENTURY BANK | SANTA FE, NM | UNITED HEALTHCARE INSURANCE COMPANY | December |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A