Benefits broker of record · BEAR, DE
ROTH VOLUNTARY BENEFIT SERVICES INC
ROTH VOLUNTARY BENEFIT SERVICES INC of BEAR, DE is named as the broker of record on 24 insurance contracts in public Form 5500 Schedule A filings.
24 contracts on file name ROTH VOLUNTARY BENEFIT SERVICES 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
ROTH VOLUNTARY BENEFIT SERVICES INC brokers 24 insured contracts for 23 employers, across 3 states, led by PA, DE, KY.
Life is the largest line (14 contracts), followed by disability (13), health (5), dental (1).
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY writes the most contracts in the book (23, about 96%); THE PAUL REVERE LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 54% 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.
Counted by each employer's own state. Largest first.
Contracts by line.
life 14 · disability 13 · health 5 · dental 1
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 |
|---|---|---|---|
| FREEDOM DENTAL MANAGEMENT, INC. | WILMINGTON, DE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Jan 1FY2025 |
| RICHARD S. BURNS & COMPANY, INC. | PHILADELPHIA, PA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Jan 1FY2025 |
| BEARINGS & DRIVES UNLIMITED, INC. | SOUDERTON, PA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Mar 1FY2026 |
| MANFREDI COLD STORAGE & DISTRIBUTION | KENNETT SQUARE, PA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Dec 1FY2025 |
| BPM LUMBER, LLC | LEXINGTON, KY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Sep 1FY2024 |
more employers in ROTH VOLUNTARY BENEFIT 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 · each row is that employer’s most recent filing, largest premium first (plan years 2024–2026 on this page)
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