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Benefits broker of record · MONTGOMERY, AL

PALOMAR INSURANCE CORPORATION

PALOMAR INSURANCE CORPORATION of MONTGOMERY, AL is named as the broker of record on 15 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
15
Book size
$100k–1M
States
AL

Book profile

PALOMAR INSURANCE CORPORATION brokers 15 insured contracts for 6 employers covering 2,966 people, across 2 states, led by AL, MD.

Life is the largest line (5 contracts), followed by disability (3), vision (2), dental (1).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 13%); HARTFORD LIFE AND ACCIDENT, AFLAC, METROPOLITAN LIFE INSURANCE COMPANY follow.

Renewals concentrate in December — 53% of contracts — so most of the book comes up for review at once.

Employer states
Lines of coverage

life 5 · disability 3 · vision 2 · dental 1

Renewals by month
  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
MOBIS-ALABAMA, LLCMONTGOMERY, ALAFLACDecember
BALDWIN COUNTY ELECTRIC MEMBERSHIP CORPORATIONSUMMERDALE, ALDEARBORN LIFE INSURANCE COMPANYDecember
HAYNES MANAGEMENT SERVICES, INC.WETUMPKA, ALMETROPOLITAN LIFE INSURANCE COMPANYDecember
THERMALEX, INC.MONTGOMERY, ALTOKIO MARINE HCCDecember
HAYNES MANAGEMENT SERVICES, INC.WETUMPKA, ALAFLACDecember
Subscriber access
7

more plans in PALOMAR INSURANCE CORPORATION'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