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Benefits broker of record · ELKHORN, NE

OCI INSURANCE AND FINANCIAL SERVICE

OCI INSURANCE AND FINANCIAL SERVICE of ELKHORN, NE is named as the broker of record on 29 insurance contracts in public Form 5500 Schedule A filings.

One of 3 offices of OCI INSURANCE AND FINANCIAL SERVICE.

Contracts brokered
29
Book size
$100k–1M
Office state
NE

29 contracts on file name OCI INSURANCE AND FINANCIAL SERVICE 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

OCI INSURANCE AND FINANCIAL SERVICE brokers 29 insured contracts for 21 employers, across 6 states, led by NE, KS, IA.

Life is the largest line (17 contracts), followed by disability (16), vision (14), dental (11).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (12, about 41%); PRINCIPAL LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 62% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 17 · disability 16 · vision 14 · dental 11 · health 9

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
ACEC LIFE/HEALTH INSURANCE TRUST BENEFIT CONSORTIUMTHE WOODLANDS, TXUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
HEARTLAND AGRICULTURE, LLCHUTCHINSON, MNMEDICA INSURANCE COMPANYJan 1FY2023
THE MARY LANNING MEMORIAL HOSPITALHASTINGS, NEUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2025
COMMONWEALTH HOLDINGS, INC.LINCOLN, NEPRINCIPAL LIFE INSURANCE COMPANYJan 1FY2025
QUALITY BRANDS DISTRIBUTION, LLCOMAHA, NEPRINCIPAL LIFE INSURANCE COMPANYJan 1FY2025
Subscriber access
16

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)

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