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Benefits broker of record · ALBUQUERQUE, NM

PENSION PLANNING CONSULTANTS, INC.

PENSION PLANNING CONSULTANTS, INC. of ALBUQUERQUE, NM is named as the broker of record on 44 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
44
Book size
under $10k
States
NM

Book profile

PENSION PLANNING CONSULTANTS, INC. brokers 44 insured contracts for 20 employers covering 3,072 people, across 5 states, led by TX, NM, AZ.

JOHN HANCOCK LIFE INSURANCE COMPANY writes the most contracts in the book (7, about 16%); JOHN HANCOCK USA, PRINCIPAL LIFE INSURANCE COMPANY, JOHN HANCOCK LIFE INSURANCE COMPANY USA follow.

Renewals are spread through the year; December is the busiest month at 36% of contracts.

Clients on file

EmployerLocationCarrierRenews
ABRAMS AIRBORNE MANUFACTURING, INC.TUCSON, AZJOHN HANCOCK LIFE INSURANCE COMPANYDecember
AKORBI INCOVERLAND PARK, KSJOHN HANCOCK LIFE INSURANCE COMPANYSeptember
PATHOLOGY ASSOC. OF ALBUQUERQUE, PAALBUQUERQUE, NMJOHN HANCOCK LIFE INSURANCE COMPANYJune
RUSSO, RUSSO & SLANIA, P.C.TUCSON, AZJOHN HANCOCK LIFE INSURANCE COMPANY USADecember
BATJER & ASSOCIATES, LLCABILENE, TXJOHN HANCOCK LIFE INSURANCE COMPANYDecember
Subscriber access
16

more plans in PENSION PLANNING CONSULTANTS, INC.'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