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Benefits broker of record · LA VISTA, NE

SECURITIES AMERICA, INC

SECURITIES AMERICA, INC of LA VISTA, NE is named as the broker of record on 43 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
43
Book size
$100k–1M
States
NE

Book profile

SECURITIES AMERICA, INC brokers 43 insured contracts for 31 employers covering 8,580 people, across at least 6 states, led by NY, NE, NC.

PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (18, about 42%); VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY, JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK, MINNESOTA LIFE INSURANCE COMPANY follow.

Renewals concentrate in December — 60% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
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
CLOVER MANAGEMENT, INC.WILLIAMSVILLE, NYJOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORKDecember
CONCOTE CORPORATIONCOPPELL, TXVOYA RETIREMENT INSURANCE AND ANNUITY COMPANYDecember
CENTRAL CARE, P.A.SALINA, KSPRINCIPAL LIFE INSURANCE COMPANYDecember
ABLEHEALTHCARE SERVICES, INC.MERRICK, NYPRINCIPAL LIFE INSURANCE COMPANYDecember
SENIORAGESPRINGFIELD, MOPRINCIPAL LIFE INSURANCE COMPANYDecember
Subscriber access
30

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