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Benefits broker of record · ATLANTA, GA

SBR SERVICES LLC

SBR SERVICES LLC of ATLANTA, GA is named as the broker of record on 94 insurance contracts in public Form 5500 Schedule A filings.

One of 3 offices of SBR SERVICES LLC.

Contracts brokered
94
Book size
$1M+
Office state
GA

94 contracts on file name SBR SERVICES LLC 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

SBR SERVICES LLC brokers 94 insured contracts for 77 employers, across 28 states, led by CA, KS, IL.

Life is the largest line (37 contracts), followed by disability (37), stop-loss (36), dental (22).

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (15, about 16%); SYMETRA LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA follow.

Renewals concentrate on January 1: 76% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 37 · disability 37 · stop-loss 36 · dental 22 · vision 21 · health 6

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
RIPPLING PEO 1, INC.SAN FRANCISCO, CATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADec 1FY2025
RIPPLING PEO 1, INC.SAN FRANCISCO, CATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADec 1FY2025
RIPPLING PEO 1, INC.SAN FRANCISCO, CATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADec 1FY2025
RIPPLING PEO 1, INC.SAN FRANCISCO, CATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADec 1FY2025
TRUSTEES - COLORADO LABORERS' HEALTH & WELFARE TRUST FUND FOR COAURORA, COSYMETRA LIFE INSURANCE COMPANYMay 1FY2025
Subscriber access
75

more employers in SBR SERVICES LLC'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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