Benefits broker of record · NEW WINDSOR, MD
PETER JONES
PETER JONES of NEW WINDSOR, MD is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.
Book profile
PETER JONES brokers 4 insured contracts for 2 employers, across 2 states, led by MD, VA.
Disability is the largest line (3 contracts), followed by life (1).
STANDARD INSURANCE COMPANY writes the most contracts in the book (3, about 75%); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY follow.
Renewals concentrate on April 1: 75% of the dated welfare contracts have policy years ending in March, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
disability 3 · life 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| CASE DESIGN/REMODELING, INC. | BETHESDA, MD | STANDARD INSURANCE COMPANY | Apr 1FY2026 |
| A G VAN METRE SERVICES, INC. | FAIRFAX, VA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Oct 1FY2025 |
| CASE DESIGN/REMODELING, INC. | BETHESDA, MD | STANDARD INSURANCE COMPANY | Apr 1FY2026 |
| CASE DESIGN/REMODELING, INC. | BETHESDA, MD | STANDARD INSURANCE COMPANY | Apr 1FY2026 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2025–2026 on this page)
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