Benefits broker of record · BROOKFIELD, WA
GALLAGHER BENEFIT SERVICES INC
GALLAGHER BENEFIT SERVICES INC of BROOKFIELD, WA is named as the broker of record on 98 insurance contracts in public Form 5500 Schedule A filings.
One of 263 offices of GALLAGHER BENEFIT SERVICES, INC..
98 contracts on file name GALLAGHER BENEFIT 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
GALLAGHER BENEFIT SERVICES INC brokers 98 insured contracts for 47 employers, across 3 states, led by WI, IL, NJ.
Disability is the largest line (31 contracts), followed by life (29), health (23), vision (20).
UNITEDHEALTHCARE INSURANCE COMPANY writes the most contracts in the book (16, about 16%); RELIANCE STANDARD LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 78% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
disability 31 · life 29 · health 23 · vision 20 · dental 13
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 |
|---|---|---|---|
| SUMMIT CREDIT UNION | COTTAGE GROVE, WI | QUARTZ HEALTH BENEFIT PLANS CORPORATION | Jan 1FY2025 |
| SHOPTIKAL, LLC | GREEN BAY, WI | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2024 |
| MY CHOICE WISCONSIN, INC. | WAUWATOSA, WI | UNITEDHEALTHCARE INSURANCE COMPANY | Oct 1FY2023 |
| FLAD AFFILIATED CORP. | MADISON, WI | QUARTZ HEALTH BENEFIT PLANS CORPORATION | Jul 1FY2025 |
| GORMAN & COMPANY, LLC | OREGON, WI | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
more employers in GALLAGHER BENEFIT 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 2023–2025 on this page)
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