Benefits broker of record · PHOENIX, AZ
GALLAGHER BENEFIT SERVICES, INC.
GALLAGHER BENEFIT SERVICES, INC. of PHOENIX, AZ is named as the broker of record on 27 insurance contracts in public Form 5500 Schedule A filings.
One of 263 offices of GALLAGHER BENEFIT SERVICES, INC..
27 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 27 insured contracts for 23 employers, across 5 states, led by AZ, CA, WA.
Dental is the largest line (12 contracts), followed by vision (12), health (9), life (6).
AETNA LIFE INSURANCE COMPANY writes the most contracts in the book (6, about 22%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF ARIZONA follow.
Renewals concentrate on January 1: 56% 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.
- AETNA LIFE INSURANCE COMPANY6
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5
- METROPOLITAN LIFE INSURANCE COMPANY4
- BLUE CROSS BLUE SHIELD OF ARIZONA2
- JORGENSEN HEALTHCARE ASSOCIATES INC., DBA JORGENSEN BROOKS GROUP2
- AETNA HEALTH, INC.1
Counted by each employer's own state. Largest first.
Contracts by line.
dental 12 · vision 12 · health 9 · life 6 · disability 4
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| UNITEK LEARNING EDUCATION GROUP CORP. | NEWPORT BEACH, CA | AETNA LIFE INSURANCE COMPANY | Jan 1FY2024 |
| TUCSON TRANSIT MANAGEMENT | TUCSON, AZ | BLUE CROSS BLUE SHIELD OF ARIZONA | Jul 1FY2025 |
| ENCOURA, LLC | AUSTIN, TX | AETNA LIFE INSURANCE COMPANY | Jan 1FY2024 |
| BIONANO GENOMICS, INC. | SAN DIEGO, CA | AETNA LIFE INSURANCE COMPANY | Jan 1FY2024 |
| DUARTE DESIGN, INC. | SANTA CLARA, CA | AETNA LIFE INSURANCE COMPANY | Jan 1FY2024 |
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 2024–2025 on this page)
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