form5500lookup

Benefits broker of record · WATERLOO, IA

PDCM

PDCM of WATERLOO, IA is named as the broker of record on 10 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
10
Book size
$100k–1M
States
IA

Book profile

PDCM brokers 10 insured contracts for 4 employers covering 2,082 people, all in IA.

Life is the largest line (4 contracts), followed by dental (2), health (1), vision (1).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (5, about 50%); DELTA DENTAL, DELTA DENTAL OF IOWA, FIDELITY SECURITY LIFE INSURANCE COMPANY follow.

Renewals concentrate in December — 80% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

life 4 · dental 2 · health 1 · vision 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
BANCROFT IMPLEMENT, INC.BANCROFT, IAWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWADecember
MARTIN BROTHERS DISTRIBUTING COMPANY, INC.CEDAR FALLS, IAUNITED OF OMAHA LIFE INSURANCE COMPANYDecember
MARTIN BROTHERS DISTRIBUTING COMPANY, INC.CEDAR FALLS, IADELTA DENTALDecember
MARTIN BROTHERS DISTRIBUTING COMPANY, INC.CEDAR FALLS, IAFIDELITY SECURITY LIFE INSURANCE COMPANYDecember
BARTELS LUTHERAN HOMEWAVERLY, IADELTA DENTAL OF IOWADecember
Subscriber access
4

more plans in PDCM's book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Subscribe — $99/moAlready subscribed? Sign in

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