form5500lookup

Benefits broker of record · CARROLLTON, TX

HEALTH SPECIAL RISK, INC.

HEALTH SPECIAL RISK, INC. of CARROLLTON, TX is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.

One of 2 offices of HEALTH SPECIAL RISK, INC..

Contracts brokered
3
Book size
$10k–100k
Office state
TX

Book profile

HEALTH SPECIAL RISK, INC. brokers 3 insured contracts for 3 employers, across 2 states, led by MI, IL.

BERKLEY LIFE AND HEALTH INSURANCE COMPANY writes the most contracts in the book (2, about 67%); ACE AMERICAN INSURANCE COMPANY follow.

Renewals concentrate on May 1: 67% of the dated welfare contracts have policy years ending in April, 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
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
UNITED STATES SOCCER FEDERATION, INC.CHICAGO, ILACE AMERICAN INSURANCE COMPANYJan 1FY2024
LA-Z-BOY INCORPORATEDMONROE, MIBERKLEY LIFE AND HEALTH INSURANCE COMPANYApr 30FY2025
LA-Z-BOY INCORPORATEDMONROE, MIBERKLEY LIFE AND HEALTH INSURANCE COMPANYApr 30FY2023

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)

Claude & ChatGPT

Look up records from Claude or ChatGPT

Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.

Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both