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Benefits broker of record · GREENVILLE, SC

FORUM BENEFITS INC

FORUM BENEFITS INC of GREENVILLE, SC is named as the broker of record on 69 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
69
Book size
$100k–1M
States
SC

Book profile

FORUM BENEFITS INC brokers 69 insured contracts for 18 employers covering 7,653 people, across 4 states, led by SC, NC, CA.

Life is the largest line (17 contracts), followed by dental (14), vision (14), disability (10).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (31, about 45%); UNUM INSURANCE COMPANY, AMERITAS LIFE INSURANCE CORP, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA follow.

Renewals are spread through the year; December is the busiest month at 28% of contracts.

Clients on file

EmployerLocationCarrierRenews
THE NEIGHBORHOOD DINING GROUPNORTH CHARLESTON, SCTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICASeptember
THE NEIGHBORHOOD DINING GROUPNORTH CHARLESTON, SCBLUECROSS BLUESHIELD OF SOUTH CAROLINASeptember
AVALON TRANSPORTATIONCULVER CITY, CABLUE CROSS OF CALIFORNIAAugust
SUNSET MANAGEMENT, INC.SENECA, SCBLUE CROSS BLUE SHIELD OF SOUTH CAROLINAApril
TREATMENT CENTERS HOLDCO LLCGREENVILLE, SCGUARDIAN LIFE INSURANCE COMPANYDecember
Subscriber access
49

more plans in FORUM BENEFITS 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