Benefits broker of record · MORGANTOWN, WV
MUNDELL FINANCIAL GROUP
MUNDELL FINANCIAL GROUP of MORGANTOWN, WV is named as the broker of record on 5 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
5
Book size
$10k–100k
States
WV
Book profile
MUNDELL FINANCIAL GROUP brokers 5 insured contracts for 2 employers covering 659 people, all in WV.
Life is the largest line (2 contracts), followed by disability (2), health (1), dental (1).
CITIZENS SECURITY LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 20%); COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY follow.
Renewals are spread through the year; March is the busiest month at 40% of contracts.
Carriers in the book
- CITIZENS SECURITY LIFE INSURANCE COMPANY1
- COLONIAL LIFE & ACCIDENT INSURANCE COMPANY1
- METROPOLITAN LIFE INSURANCE COMPANY1
Employer states
Lines of coverage
life 2 · disability 2 · health 1 · dental 1 · vision 1
Renewals by month
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| CHILDREN'S HOME SOCIETY OF WEST VIRGINIA, INC. | CHARLESTON, WV | CITIZENS SECURITY LIFE INSURANCE COMPANY | March |
| CHILDREN'S HOME SOCIETY OF WEST VIRGINIA, INC. | CHARLESTON, WV | METROPOLITAN LIFE INSURANCE COMPANY | April |
| CHILDREN'S HOME SOCIETY OF WEST VIRGINIA, INC. | CHARLESTON, WV | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | March |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A