form5500lookup

Benefits broker of record · TEMPE, AZ

LOVITT & TOUCHE, INC

LOVITT & TOUCHE, INC of TEMPE, AZ is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
3
Book size
$10k–100k
States
AZ

Book profile

LOVITT & TOUCHE, INC brokers 3 insured contracts for 2 employers, all in AZ.

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

PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD writes the most contracts in the book (1, about 33%); UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA follow.

Renewals concentrate in December — 100% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

life 1 · disability 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
RINCON RESEARCH CORPORATIONTUCSON, AZUNUM LIFE INSURANCE COMPANY OF AMERICADecember
RINCON RESEARCH CORPORATIONTUCSON, AZUNUM INSURANCE COMPANYDecember
HACI MECHANICAL CONTRACTORS, INC.PHOENIX, AZPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELDDecember

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