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Benefits broker of record · WAUKEE, IA

HOLMES, MURPHY AND ASSOCIATES, LLC

HOLMES, MURPHY AND ASSOCIATES, LLC of WAUKEE, IA is named as the broker of record on 350 insurance contracts in public Form 5500 Schedule A filings.

One of 18 offices of HOLMES MURPHY AND ASSOCIATES, LLC.

Contracts brokered
350
Book size
$1M+
Office state
IA

350 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 350 insured contracts for 191 employers, across 25 states, led by IA, TX, MN.

Life is the largest line (121 contracts), followed by disability (118), health (79), dental (67).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (146, about 42%); METROPOLITAN LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 84% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 121 · disability 118 · health 79 · dental 67 · vision 60 · stop-loss 2

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
ACEC LIFE/HEALTH INSURANCE TRUST BENEFIT CONSORTIUMTHE WOODLANDS, TXUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
O9 SOLUTIONS, INC.DALLAS, TXBLUECROSS BLUESHIELD OF TEXASJan 1FY2025
DEE ZEE, INC.DES MOINES, IAUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
THE TURNER CORPORATIONNEW YORK, NYMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2025
THE TURNER CORPORATIONNEW YORK, NYMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2025
Subscriber access
187

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 year 2025 on this page)

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