form5500lookup

Benefits broker of record · CHARLESTOWN, RI

JAMES W. MOORADIAN

JAMES W. MOORADIAN of CHARLESTOWN, RI is named as the broker of record on 12 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
12
Book size
$100k–1M
States
RI

Book profile

JAMES W. MOORADIAN brokers 12 insured contracts for 6 employers covering 4,649 people, across 5 states, led by GA, MA, MI.

Disability is the largest line (4 contracts), followed by life (2).

PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY writes the most contracts in the book (7, about 58%); PROVIDENT LIFE AND ACCIDENT INSRUANCE COMPANY, UNUM 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

disability 4 · life 2

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
ALLY FINANCIAL INC.DETROIT, MIUNUM INSURANCE COMPANYDecember
ALLY FINANCIAL INC.DETROIT, MIPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANYDecember
PEGASYSTEMS INCORPORATEDWALTHAM, MAPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANYDecember
KLOECKNER METALS CORPORATIONROSWELL, GAPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANYDecember
SCHLESINGER GLOBAL, LLC/SS HOLDINGS, LLCISELIN, NJPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANYJuly
Subscriber access
4

more plans in JAMES W. MOORADIAN'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