form5500lookup

Benefits broker of record · PHOENIX, AZ

ROGERS BENEFIT GROUP INC

ROGERS BENEFIT GROUP INC of PHOENIX, AZ is named as the broker of record on 195 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
195
Book size
$100k–1M
States
AZ

Book profile

ROGERS BENEFIT GROUP INC brokers 195 insured contracts for 20 employers covering 5,890 people, across at least 6 states, led by CA, LA, FL.

Health is the largest line (13 contracts), followed by dental (4), vision (3), life (2).

LIFE INSURANCE COMPANY OF NORTH AMERICA writes the most contracts in the book (7, about 4%); CIGNA HEALTH AND LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY follow.

Renewals are spread through the year; December is the busiest month at 9% of contracts.

Carriers in the book
Employer states
Lines of coverage

health 13 · dental 4 · vision 3 · life 2 · disability 2

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
NEOLOGY, INC HEALTH AND WELFARE PLANCARLSBAD, CACALIFORNIA PHYSICIANS' SERVICEDecember
LENDERS PROTECTION, LLCAUSTIN, TXUNITEDHEALTHCARE INSURANCE COMPANYDecember
BARRETT FINANCIAL GROUP, LLCGILBERT, AZUNITEDHEALTHCARE INSURANCE COMPANYFebruary
NEOLOGY, INC HEALTH AND WELFARE PLANCARLSBAD, CACALIFORNIA PHYSICIANS' SERVICEDecember
WORKSMART SYSTEMS, INC.INDIANAPOLIS, INUNITED HEALTHCARE INSURANCE COMPANYDecember
Subscriber access
20

more plans in ROGERS BENEFIT GROUP INC's book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Subscribe — $99/moAlready subscribed? Sign in

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A