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Benefits broker of record · CHARLOTTE, NC

RELATION INSURANCE SERVICES OF NC

RELATION INSURANCE SERVICES OF NC of CHARLOTTE, NC is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
4
Book size
$10k–100k
Office state
NC

Book profile

RELATION INSURANCE SERVICES OF NC brokers 4 insured contracts for 3 employers, across 3 states, led by WV, NC, PA.

Life is the largest line (3 contracts), followed by disability (3), health (2), dental (2).

CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 25%); HARTFORD LIFE AND ACCIDENT, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITED OF OMAHA LIFE INSURANCE COMPANY follow.

Renewals concentrate on June 1: 50% of the dated welfare contracts have policy years ending in May, so most of the book comes up for review at once.

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.

life 3 · disability 3 · health 2 · dental 2 · vision 2

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
INTERNATIONAL CONVEYOR AND RUBBER, LLCBLAIRSVILLE, PATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICANov 1FY2024
DOSS ENTERPRISES, LLCJANE LEW, WVUNITED OF OMAHA LIFE INSURANCE COMPANYJun 1FY2025
PERSONNEL OUTSOURCE SOLUTIONSKINSTON, NCHARTFORD LIFE AND ACCIDENTJan 1FY2025
DOSS ENTERPRISES, LLCJANE LEW, WVCIGNA HEALTH AND LIFE INSURANCE COMPANYJun 1FY2025

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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