Benefits broker of record · SCOTTSDALE, AZ
HOLMES, MURPHY AND ASSOCIATES, LLC
HOLMES, MURPHY AND ASSOCIATES, LLC of SCOTTSDALE, AZ is named as the broker of record on 31 insurance contracts in public Form 5500 Schedule A filings.
One of 18 offices of HOLMES MURPHY AND ASSOCIATES, LLC.
31 contracts on file name HOLMES, MURPHY AND ASSOCIATES, LLC 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
HOLMES, MURPHY AND ASSOCIATES, LLC brokers 31 insured contracts for 16 employers, across 5 states, led by IA, CO, TX.
Disability is the largest line (18 contracts), followed by life (16), health (1), dental (1).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (28, about 90%); BLUECROSS BLUESHIELD OF TEXAS, DELTA DENTAL, DELTA VISION follow.
Renewals concentrate on January 1: 77% 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 18 · life 16 · health 1 · dental 1 · vision 1
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 |
|---|---|---|---|
| MIDTEX OIL, LP | NEW BRAUNFELS, TX | BLUECROSS BLUESHIELD OF TEXAS | May 1FY2025 |
| MITTERA GROUP, INC. | DES MOINES, IA | UNITED OF OMAHA LIFE INSURANCE COMPANY | Jan 1FY2025 |
| STELLAR INDUSTRIES INC | GARNER, IA | UNITED OF OMAHA LIFE INSURANCE COMPANY | Jan 1FY2025 |
| THE WALDINGER CORPORATION | DES MOINES, IA | UNITED OF OMAHA LIFE INSURANCE COMPANY | Jan 1FY2024 |
| THE WALDINGER CORPORATION | DES MOINES, IA | UNITED OF OMAHA LIFE INSURANCE COMPANY | Jan 1FY2024 |
more employers in HOLMES, MURPHY AND ASSOCIATES, LLC'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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