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Benefits broker of record · DALLAS, TX

MARSH WORTHAM

MARSH WORTHAM of DALLAS, TX is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
3
Book size
under $10k
Office state
TX

Book profile

MARSH WORTHAM brokers 3 insured contracts for 3 employers, all in Texas.

Dental is the largest line (3 contracts), followed by health (2), vision (2), life (1).

CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 67%); PRINCIPAL LIFE INSURANCE COMPANY 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.

dental 3 · health 2 · vision 2 · life 1 · disability 1

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
JOY HOLDINGS LTDHOUSTON, TXCIGNA HEALTH AND LIFE INSURANCE COMPANYSep 1FY2024
TEXAS CURB CUTROUND ROCK, TXCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
RNWBL LLCHOUSTON, TXPRINCIPAL LIFE INSURANCE COMPANYJan 1FY2023

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)

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