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Benefits broker of record · SCOTTSDALE, AZ

HOLMES MURPHY & ASSOCIATES, LLC

HOLMES MURPHY & ASSOCIATES, LLC of SCOTTSDALE, AZ is named as the broker of record on 43 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
43
Book size
$100k–1M
States
AZ

Book profile

HOLMES MURPHY & ASSOCIATES, LLC brokers 43 insured contracts for 16 employers, across 5 states, led by IA, NE, CA.

Life is the largest line (21 contracts), followed by disability (11), health (1).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (40, about 93%); UNITED OF OMAHA LIFE INSURANCE CO, CIGNA HEALTH AND LIFE INSURANCE COMPANY follow.

Renewals concentrate in December — 67% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

life 21 · disability 11 · health 1

Renewals by month
  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
TOYOTA OF ORANGE, INC.ORANGE, CAUNITED OF OMAHA LIFE INSURANCE COMPANYJune
WESTDALE ASSET MANAGEMENT, LTDDALLAS, TXUNITED OF OMAHA LIFE INSURANCE COMPANYDecember
TOYOTA OF ORANGE, INC.ORANGE, CAUNITED OF OMAHA LIFE INSURANCE COMPANYJune
VIRTRA INCCHANDLER, AZCIGNA HEALTH AND LIFE INSURANCE COMPANYDecember
TOYOTA OF ORANGE, INC.ORANGE, CAUNITED OF OMAHA LIFE INSURANCE COMPANYJune
Subscriber access
38

more plans in HOLMES MURPHY & ASSOCIATES, LLC's book

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A