form5500lookup

Benefits broker of record · SCOTTSDALE, AZ

PANORAMA RISK & INS. SOLUTIONS LLC

PANORAMA RISK & INS. SOLUTIONS LLC of SCOTTSDALE, AZ is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
3
Book size
$10k–100k
States
AZ

Book profile

PANORAMA RISK & INS. SOLUTIONS LLC brokers 3 insured contracts for 1 employer covering 29 people, all in MT.

Dental is the largest line (1 contracts), followed by vision (1), life (1), disability (1).

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (1, about 33%).

Renewals are spread through the year; December is the busiest month at 33% of contracts.

Carriers in the book
Employer states
Lines of coverage

dental 1 · vision 1 · life 1 · disability 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
MANN MORTGAGE, LLCKALISPELL, MTTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADecember

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A