Benefits broker of record · BRATTLEBORO, VT
RICHARDS INCORPORATED
RICHARDS INCORPORATED of BRATTLEBORO, VT is named as the broker of record on 60 insurance contracts in public Form 5500 Schedule A filings.
One of 2 offices of RICHARDS INCORPORATED.
60 contracts on file name RICHARDS INCORPORATED 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
RICHARDS INCORPORATED brokers 60 insured contracts for 32 employers, across 3 states, led by VT, NH, NY.
Disability is the largest line (33 contracts), followed by life (32), vision (6), health (3).
RELIANCE STANDARD LIFE INSURANCE COMPANY writes the most contracts in the book (22, about 37%); SYMETRA LIFE INSURANCE COMPANY, RELIASTAR LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 90% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
- RELIANCE STANDARD LIFE INSURANCE COMPANY22
- SYMETRA LIFE INSURANCE COMPANY10
- RELIASTAR LIFE INSURANCE COMPANY6
- UNITED OF OMAHA LIFE INSURANCE COMPANY5
- VISION SERVICE PLAN5
- MATTHEW THORNTON HEALTH PLAN, INC.2
Counted by each employer's own state. Largest first.
Contracts by line.
disability 33 · life 32 · vision 6 · health 3 · dental 1 · stop-loss 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| FRANKLIN PIERCE UNIVERSITY | RINDGE, NH | MATTHEW THORNTON HEALTH PLAN, INC. | Jan 1FY2025 |
| NEW HAMPSHIRE BANKERS ASSOCIATION INSURANCE TRUST | CONCORD, NH | SYMETRA LIFE INSURANCE COMPANY | Jan 1FY2025 |
| BRATTLEBORO RETREAT | BRATTLEBORO, VT | RELIASTAR LIFE INSURANCE COMPANY | Jan 1FY2025 |
| NEWSPAPERS OF NEW ENGLAND, INC. | CONCORD, NH | MATTHEW THORNTON HEALTH PLAN, INC. | Jan 1FY2025 |
| BRATTLEBORO RETREAT | BRATTLEBORO, VT | RELIANCE STANDARD LIFE INSURANCE COMPANY | Jan 1FY2025 |
more employers in RICHARDS INCORPORATED'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 year 2025 on this page)
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