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Benefits broker of record · BETHESDA, MD

POTOMAC BASIN GROUP ASSOC LLC

POTOMAC BASIN GROUP ASSOC LLC of BETHESDA, MD is named as the broker of record on 31 insurance contracts in public Form 5500 Schedule A filings.

One of 2 offices of POTOMAC BASIN GROUP ASSOC LLC.

Contracts brokered
31
Book size
$10k–100k
Office state
MD

31 contracts on file name POTOMAC BASIN GROUP ASSOC LLC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.

Book profile

POTOMAC BASIN GROUP ASSOC LLC brokers 31 insured contracts for 27 employers, across 5 states, led by VA, MD, DC.

Health is the largest line (26 contracts), followed by dental (14), vision (12), disability (4).

CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the most contracts in the book (24, about 77%); PRINCIPAL LIFE INSURANCE COMPANY, STANDARD INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 39% of the dated welfare contracts.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

health 26 · dental 14 · vision 12 · disability 4 · life 3

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  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
ALPHA OMEGA INTEGRATION, LLCVIENNA, VACIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
KIND, INC.WASHINGTON, DCCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2023
ATTAIN PARTNERS, LLCMCLEAN, VACIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
OWL CYBER DEFENSE SOLUTIONS LLCCOLUMBIA, MDCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
AMERICAN AUTOMATIC SPRINKLER COMPANY, INCFAIRFAX, VACIGNA HEALTH AND LIFE INSURANCE COMPANYNov 1FY2025
Subscriber access
22

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)

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