Benefits broker of record
PROFESSIONAL PENSIONS, INC
PROFESSIONAL PENSIONS, INC is named as the broker of record on 7 insurance contracts in public Form 5500 Schedule A filings.
One of 6 offices of PROFESSIONAL PENSIONS, INC.
7 contracts on file name PROFESSIONAL PENSIONS, INC 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
PROFESSIONAL PENSIONS, INC brokers 7 insured contracts for 7 employers, across 5 states, led by NY, VT, CT.
Life is the largest line (4 contracts), followed by disability (4), health (3), dental (2).
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (3, about 43%); CIGNA HEALTH AND LIFE INSURANCE COMPANY, DELTA DENTAL OF NEW YORK, EMBLEMHEALTH follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 43% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
life 4 · disability 4 · health 3 · dental 2 · vision 2
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 |
|---|---|---|---|
| LYMAN PRODUCTS CORPORATION | MIDDLETOWN, CT | EMBLEMHEALTH | Oct 1FY2025 |
| COHEN & COMPANY, LLC | PHILADELPHIA, PA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Feb 1FY2024 |
| CAMELOT VENTURE GROUP, LLC | NOVI, MI | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Nov 1FY2025 |
| ORANGE BANK AND TRUST COMPANY | MIDDLETOWN, NY | DELTA DENTAL OF NEW YORK | Jun 1FY2025 |
| THE DOUGLASTON COMPANIES | DOUGLASTON, NY | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
more employers in PROFESSIONAL PENSIONS, 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 · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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