Benefits broker of record · LAGRANGE, GA
OAKBRIDGE INSURANCE AGENCY, LLC
OAKBRIDGE INSURANCE AGENCY, LLC of LAGRANGE, GA is named as the broker of record on 120 insurance contracts in public Form 5500 Schedule A filings.
One of 9 offices of OAKBRIDGE INSURANCE AGENCY, LLC.
120 contracts on file name OAKBRIDGE INSURANCE AGENCY, 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
OAKBRIDGE INSURANCE AGENCY, LLC brokers 120 insured contracts for 45 employers, across 10 states, led by GA, AL, FL.
Disability is the largest line (44 contracts), followed by life (40), dental (28), vision (24).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (38, about 32%); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA follow.
Renewals concentrate on January 1: 73% 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.
Contracts by line.
disability 44 · life 40 · dental 28 · vision 24 · health 23 · stop-loss 1
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 |
|---|---|---|---|
| OAKBRIDGE INSURANCE AGENCY | LAGRANGE, GA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
| KOFILE, INC. | DALLAS, TX | BLUECROSS BLUESHIELD OF TEXAS | Jan 1FY2025 |
| BAKKT | ALPHARETTA, GA | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| ALL AMERICAN QUALITY FOODS, INC. | STOCKBRIDGE, GA | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | Mar 1FY2025 |
| CARNOW, INC. | BOSTON, MA | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Jun 1FY2025 |
more employers in OAKBRIDGE INSURANCE AGENCY, LLC'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 year 2025 on this page)
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