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Benefits broker of record · WESTLAKE, OH

INSURANCE PARTNERS AGENCY, INC.

INSURANCE PARTNERS AGENCY, INC. of WESTLAKE, OH is named as the broker of record on 26 insurance contracts in public Form 5500 Schedule A filings.

One of 4 offices of INSURANCE PARTNERS AGENCY, INC..

Contracts brokered
26
Book size
$100k–1M
Office state
OH

26 contracts on file name INSURANCE PARTNERS AGENCY, 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

INSURANCE PARTNERS AGENCY, INC. brokers 26 insured contracts for 15 employers, across 4 states, led by OH, SC, PA.

Life is the largest line (20 contracts), followed by disability (18), dental (9), vision (9).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (8, about 31%); PRINCIPAL LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 81% 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 20 · disability 18 · dental 9 · vision 9 · health 7

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
LUKJAN METAL PRODUCTS, INC.CONNEAUT, OHUNITEDHEALTHCARE INSURANCE COMPANYApr 1FY2025
HEALTH RECOVERY SERVICES, INC.ATHENS, OHUNITEDHEALTHCARE INSURANCE COMPANYAug 1FY2025
GLAUS PYLE SCHOMER BURNS & DEHAVENAKRON, OHPRINCIPAL LIFE INSURANCE COMPANYJan 1FY2025
HOPEWELL HEALTH CENTERS, INC.CHILLICOTHE, OHTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
KISLING, NESTICO & REDICK, LLCAKRON, OHPRINCIPAL LIFE INSURANCE COMPANYMar 1FY2025
Subscriber access
10

more employers in INSURANCE PARTNERS AGENCY, INC.'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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