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Benefits broker of record · MISHAWAKA, IN

KEYSTONE INS & BNFTS GRP LLC

KEYSTONE INS & BNFTS GRP LLC of MISHAWAKA, IN is named as the broker of record on 34 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
34
Book size
$100k–1M
States
IN

Book profile

KEYSTONE INS & BNFTS GRP LLC brokers 34 insured contracts for 8 employers covering 2,905 people, across at least 6 states, led by OH, PA, TN.

Life is the largest line (7 contracts), followed by disability (7), dental (2), vision (1).

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (25, about 74%).

Renewals concentrate in December — 50% of contracts — so most of the book comes up for review at once.

Employer states
Lines of coverage

life 7 · disability 7 · dental 2 · vision 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
SGA DENTAL PARTNERS OPCO, LLCRICHMOND HILL, GATHE LINCOLN NATIONAL LIFE INSURANCE COMPANYDecember
SGA DENTAL PARTNERS OPCO, LLCRICHMOND HILL, GATHE LINCOLN NATIONAL LIFE INSURANCE COMPANYDecember
DEALERS WAREHOUSE, INC.POWELL, TNTHE LINCOLN NATIONAL LIFE INSURANCE COMPANYJune
THE CENTER FOR INDIVIDUAL & FAMILY SERVICES, INC.MANSFIELD, OHTHE LINCOLN NATIONAL LIFE INSURANCE COMPANYDecember
THE CENTER FOR INDIVIDUAL & FAMILY SERVICES, INC.MANSFIELD, OHTHE LINCOLN NATIONAL LIFE INSURANCE COMPANYDecember
Subscriber access
20

more plans in KEYSTONE INS & BNFTS GRP 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