Benefits broker of record · CINCINNATI, OH
MARLENE GUTTMAN LLC
MARLENE GUTTMAN LLC of CINCINNATI, OH is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.
Book profile
MARLENE GUTTMAN LLC brokers 2 insured contracts for 2 employers, across 2 states, led by KY, OH.
The book is entirely life coverage.
ALLSTATE BENEFITS writes the most contracts in the book (1, about 50%); AMERICAN HERITAGE LIFE INSURANCE COMPANY follow.
Renewals concentrate on October 1: 50% of the dated welfare contracts have policy years ending in September, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
- ALLSTATE BENEFITS1
- AMERICAN HERITAGE LIFE INSURANCE COMPANY1
Counted by each employer's own state. Largest first.
Contracts by line.
life 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| HOLLAND ROOFING | FLORENCE, KY | AMERICAN HERITAGE LIFE INSURANCE COMPANY | Jan 1FY2025 |
| QUALITY GOLD OF CINCINNATI | FAIRFIELD, OH | ALLSTATE BENEFITS | Oct 1FY2025 |
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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