Benefits broker of record · EAST GREENBUSH, NY
ROSE & KIERNAN, INC
ROSE & KIERNAN, INC of EAST GREENBUSH, NY is named as the broker of record on 27 insurance contracts in public Form 5500 Schedule A filings.
One of 5 offices of ROSE & KIERNAN INC.
27 contracts on file name ROSE & KIERNAN, INC 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
ROSE & KIERNAN, INC brokers 27 insured contracts for 18 employers, across 3 states, led by NY, CT, NJ.
Health is the largest line (7 contracts), followed by dental (7), life (6), disability (5).
RELIANCE STANDARD LIFE INSURANCE COMPANY writes the most contracts in the book (5, about 19%); AETNA LIFE INSURANCE COMPANY, EYEMED VISION CARE, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 44% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
health 7 · dental 7 · life 6 · disability 5 · vision 4
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| NORTHERN RIVERS FAMILY SERVICES, INC. | ALBANY, NY | CAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC. | Jan 1FY2025 |
| SAVINGS BANK OF DANBURY | DANBURY, CT | ANTHEM LIFE INSURANCE COMPANY | Jun 1FY2025 |
| CAPITAL DISTRICT YMCA | ALBANY, NY | HIGHMARK NORTHEASTERN NEW YORK | Jan 1FY2024 |
| BRIAN HOUSE, INC. | HADDAM, CT | UNITEDHEALTHCARE INSURANCE COMPANY | Jul 1FY2023 |
| TOGETHER FOR YOUTH | CANAAN, NY | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | Jul 1FY2025 |
more employers in ROSE & KIERNAN, 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 · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)
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