form5500lookup

Benefits broker of record

RISK STRATEGIES COMPANY

RISK STRATEGIES COMPANY is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.

One of 7 offices of RISK STRATEGIES COMPANY.

Contracts brokered
3
Book size
$100k–1M
Office state
—

Book profile

RISK STRATEGIES COMPANY brokers 3 insured contracts for 3 employers, across 3 states, led by CA, FL, MA.

The book is entirely stop-loss coverage.

GERBER LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 33%); GRANULAR INSURANCE COMPANY, THE NORTH RIVER INSURANCE COMPANY follow.

Renewals are spread through the year; July 1 renewals (policy year ends June) are the largest group, at 33% 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.

stop-loss 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
ADCS CLINICS, LLCMAITLAND, FLGRANULAR INSURANCE COMPANYJul 1FY2025
PATELCO CREDIT UNIONDUBLIN, CAGERBER LIFE INSURANCE COMPANYJan 1FY2025
ECLINICALWORKSWESTBOROUGH, MATHE NORTH RIVER INSURANCE COMPANYSep 1FY2025

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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