Benefits broker of record
NATIONAL BENEFIT SERVICES LLC
NATIONAL BENEFIT SERVICES LLC is named as the broker of record on 5 insurance contracts in public Form 5500 Schedule A filings.
One of 2 offices of NATIONAL BENEFIT SERVICES LLC.
5 contracts on file name NATIONAL BENEFIT SERVICES LLC 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
NATIONAL BENEFIT SERVICES LLC brokers 5 insured contracts for 3 employers, across 2 states, led by UT, DC.
PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (3, about 60%); PRINCIPAL LIFE INSURANCE GROUP, TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY follow.
Contracts in the book, by the carrier that writes them. Largest first.
- PRINCIPAL LIFE INSURANCE COMPANY3
- PRINCIPAL LIFE INSURANCE GROUP1
- TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY1
Counted by each employer's own state. Largest first.
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 |
|---|---|---|---|
| ASSOCIATED BUILDERS AND CONTRACTORS , INC. - UTAH CHAPTER | NORTH SALT LAKE, UT | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| STAGWELL GLOBAL LLC | WASHINGTON, DC | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| FINWISE BANK | MURRAY, UT | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| FINWISE BANK | MURRAY, UT | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| STAGWELL GLOBAL LLC | WASHINGTON, DC | PRINCIPAL LIFE INSURANCE GROUPAnnuity / GIC | —FY2024 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2024 on this page)
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