Benefits broker of record · CHARLOTTE, NC
MCGRIFF INSURANCE SERVICES, INC.
MCGRIFF INSURANCE SERVICES, INC. of CHARLOTTE, NC is named as the broker of record on 1,439 insurance contracts in public Form 5500 Schedule A filings.
One of 87 offices of MCGRIFF INSURANCE SERVICES, INC..
1,439 contracts on file name MCGRIFF INSURANCE SERVICES, 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
MCGRIFF INSURANCE SERVICES, INC. brokers 1,439 insured contracts for 704 employers, across 35 states, led by GA, NC, KY.
Disability is the largest line (404 contracts), followed by life (392), dental (352), vision (331).
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (227, about 16%); METROPOLITAN LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, STANDARD INSURANCE COMPANY follow.
Renewals concentrate on January 1: 59% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
- Georgia173
- North Carolina149
- Kentucky147
- Virginia146
- California116
- Texas111
Contracts by line.
disability 404 · life 392 · dental 352 · vision 331 · health 240 · stop-loss 9
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| NATIONAL OILWELL VARCO | HOUSTON, TX | BLUECROSS BLUESHIELD OF ILLINOIS | Jan 1FY2024 |
| EL CAMINO HOSPITAL | MOUNTAIN VIEW, CA | AETNA HEALTH, INC. | Jan 1FY2024 |
| REGIONS FINANCIAL CORPORATION | BIRMINGHAM, AL | LIFE INSURANCE COMPANY OF NORTH AMERICA | Jan 1FY2025 |
| ISC GROUP, LLC | BATON ROUGE, LA | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | Jan 2FY2026 |
| VALERO ENERGY CORPORATION | SAN ANTONIO, TX | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2025 |
more employers in MCGRIFF INSURANCE SERVICES, 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 2024–2026 on this page)
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