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Benefits broker of record · LOUISVILLE, KY

RH CLARKSON FINANCIAL SERVICES INC

RH CLARKSON FINANCIAL SERVICES INC of LOUISVILLE, KY is named as the broker of record on 24 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
24
Book size
$100k–1M
States
KY

Book profile

RH CLARKSON FINANCIAL SERVICES INC brokers 24 insured contracts for 8 employers covering 6,773 people, across 2 states, led by KY, IN.

Health is the largest line (5 contracts), followed by dental (5), life (5), vision (3).

RELIANCE STANDARD LIFE INSURANCE COMPANY writes the most contracts in the book (6, about 25%); CIGNA HEALTH AND LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, ANTHEM HEALTH PLANS OF KENTUCKY, INC. follow.

Renewals are spread through the year; December is the busiest month at 42% of contracts.

Employer states
Lines of coverage

health 5 · dental 5 · life 5 · vision 3 · disability 3

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
CITIZENS FINANCIAL CORPORATIONLOUISVILLE, KYANTHEM HEALTH PLANS OF KENTUCKY, INC.December
SULLIVAN UNIVERSITY SYSTEM, INC.LOUISVILLE, KYCIGNA HEALTH AND LIFE INSURANCE COMPANYFebruary
FREEDOM SENIOR SHARE, LLCLOUISVILLE, KYUNITEDHEALTHCARE INSURANCE COMPANYMarch
AL J. SCHNEIDER COMPANYLOUISVILLE, KYCIGNA HEALTH AND LIFE INSURANCE COMPANYDecember
DREAM BUILDING SERVICES, INC.LOUISVILLE, KYUNITED HEALTHCARE INSURANCE COMPANYJune
Subscriber access
16

more plans in RH CLARKSON FINANCIAL SERVICES 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