form5500lookup

Benefits broker of record · PROVIDENCE, RI

PGIA, INC.

PGIA, INC. of PROVIDENCE, RI is named as the broker of record on 10 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
10
Book size
$10k–100k
States
RI

Book profile

PGIA, INC. brokers 10 insured contracts for 7 employers covering 4,865 people, across 2 states, led by RI, MA.

Life is the largest line (6 contracts), followed by disability (3), dental (1).

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (4, about 40%); DENTAL SERVICE OF MASSACHUSETTS, INC. D/B/A DELTA DENTAL OF MA, SUN LIFE ASSURANCE COMPANY OF CANADA, UNITED OF OMAHA LIFE INSURANCE COMPANY follow.

Renewals concentrate in December — 50% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

life 6 · disability 3 · 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
COMMUNITY CARE ALLIANCEWOONSOCKET, RITHE LINCOLN NATIONAL LIFE INSURANCE COMPANYDecember
THRIVE BEHAVIORAL HEALTH, INCWARWICK, RITHE LINCOLN NATIONAL LIFE INSURANCE COMPANYDecember
CODAC, INC.CRANSTON, RITHE LINCOLN NATIONAL LIFE INSURANCE COMPANYDecember
NEWPORT COUNTY COMMUNITY MENTAL HEALTH CTR., INCMIDDLETOWN, RITHE LINCOLN NATIONAL LIFE INSURANCE COMPANYDecember
CODAMETRIX, INC.BOSTON, MADENTAL SERVICE OF MASSACHUSETTS, INC. D/B/A DELTA DENTAL OF MAApril
Subscriber access
2

more plans in PGIA, INC.'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