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Benefits broker of record · TUCSON, AZ

LOVITT AND TOUCHE, INC.

LOVITT AND TOUCHE, INC. of TUCSON, AZ is named as the broker of record on 33 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
33
Book size
$100k–1M
Office state
AZ

33 contracts on file name LOVITT AND TOUCHE, 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

LOVITT AND TOUCHE, INC. brokers 33 insured contracts for 31 employers, all in Arizona.

Vision is the largest line (16 contracts), followed by life (12), disability (11), dental (9).

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (9, about 27%); UNITEDHEALTHCARE INSURANCE COMPANY, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, LEGALSHIELD follow.

Renewals concentrate on January 1: 67% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

vision 16 · life 12 · disability 11 · dental 9 · health 8

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
POWER ELECTRONICS USA INC.GILBERT, AZUNITEDHEALTHCARE INSURANCE COMPANYJul 1FY2025
CRANIAL TECHNOLOGIES, INCTEMPE, AZUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY INCTUCSON, AZCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
LIFEWELLPHOENIX, AZUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2024
GROSSMAN COMPANY PROPERTIESSCOTTSDALE, AZUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
Subscriber access
26

more employers in LOVITT AND TOUCHE, 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 years 2024–2025 on this page)

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