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Benefits broker of record · CLIFTON, NJ

GROUP ADVISORY INC

GROUP ADVISORY INC of CLIFTON, NJ is named as the broker of record on 30 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
30
Book size
$100k–1M
Office state
NJ

30 contracts on file name GROUP ADVISORY 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

GROUP ADVISORY INC brokers 30 insured contracts for 9 employers, across 6 states, led by NJ, NY, CA.

Life is the largest line (13 contracts), followed by disability (11), dental (2), health (1).

UNUM LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (10, about 33%); LIFE INSURANCE COMPANY OF NORTH AMERICA, HARTFORD LIFE AND ACCIDENT, FIRST UNUM LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 57% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

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.

life 13 · disability 11 · dental 2 · health 1 · vision 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
LEFRAK ESTATES, L.P.NEW YORK, NYCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
VALLEY NATIONAL BANKMORRISTOWN, NJLIFE INSURANCE COMPANY OF NORTH AMERICAJan 1FY2025
VALLEY NATIONAL BANKMORRISTOWN, NJLIFE INSURANCE COMPANY OF NORTH AMERICAJan 1FY2025
VALLEY NATIONAL BANKMORRISTOWN, NJLIFE INSURANCE COMPANY OF NORTH AMERICAJan 1FY2025
LEFRAK ESTATES, L.P.NEW YORK, NYAMERITAS LIFE INSURANCE CORP. OF NEW YORKJan 1FY2025
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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 year 2025 on this page)

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