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Benefits broker of record · SOUTH BURLINGTON, VT

HACKETT VALINE & MACDONALD INC.

HACKETT VALINE & MACDONALD INC. of SOUTH BURLINGTON, VT is named as the broker of record on 5 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
5
Book size
under $10k
Office state
VT

5 contracts on file name HACKETT VALINE & MACDONALD 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

HACKETT VALINE & MACDONALD INC. brokers 5 insured contracts for 1 employer, all in Vermont.

Life is the largest line (1 contract), followed by disability (1).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (5, about 100%).

Renewals concentrate on January 1: 100% 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 1 · disability 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
VERMONT PUBLIC CO.COLCHESTER, VTUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2023
VERMONT PUBLIC CO.COLCHESTER, VTUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2023
VERMONT PUBLIC CO.COLCHESTER, VTUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2023
VERMONT PUBLIC CO.COLCHESTER, VTUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2023
VERMONT PUBLIC CO.COLCHESTER, VTUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2023

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2023 on this page)

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