Benefits broker of record · FREDERICK, MD
MOODY & ASSOCIATES
MOODY & ASSOCIATES of FREDERICK, MD is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.
Book profile
MOODY & ASSOCIATES brokers 2 insured contracts for 2 employers, all in District of Columbia.
The book is entirely disability coverage.
LIFE INSURANCE COMPANY OF NORTH AMERICA writes the most contracts in the book (2, about 100%).
Renewals concentrate on February 1: 50% of the dated welfare contracts have policy years ending in January, 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.
Contracts by line.
disability 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 |
|---|---|---|---|
| THE HERITAGE FOUNDATION | WASHINGTON, DC | LIFE INSURANCE COMPANY OF NORTH AMERICA | Jan 1FY2023 |
| LEGAL SERVICES CORPORATION | WASHINGTON, DC | LIFE INSURANCE COMPANY OF NORTH AMERICA | Jan 15FY2026 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2026 on this page)
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both