Benefits broker of record · WAKEFIELD, MA
SENTINEL INSURANCE AGENCY, INC.
SENTINEL INSURANCE AGENCY, INC. of WAKEFIELD, MA is named as the broker of record on 87 insurance contracts in public Form 5500 Schedule A filings.
One of 4 offices of SENTINEL INSURANCE AGENCY, INC..
87 contracts on file name SENTINEL INSURANCE AGENCY, 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
SENTINEL INSURANCE AGENCY, INC. brokers 87 insured contracts for 48 employers, across 8 states, led by MA, NY, NH.
Health is the largest line (36 contracts), followed by life (30), dental (29), disability (27).
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. writes the most contracts in the book (18, about 21%); RELIANCE STANDARD LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT follow.
Renewals concentrate on January 1: 66% 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.
health 36 · life 30 · dental 29 · disability 27 · vision 15 · stop-loss 2
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 |
|---|---|---|---|
| FOCUS PARTNERS WEALTH, LLC | NEW YORK, NY | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| ALL STATES MATERIALS GROUP, INC. | WEST SPRINGFIELD, MA | BCBS OF MA | May 1FY2025 |
| FLYWIRE CORPORATION | BOSTON, MA | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Jan 1FY2025 |
| BUCKINGHAM ASSET MANAGEMENT, LLC | ST. LOUIS, MO | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2024 |
| TRUWEST CREDIT UNION | TEMPE, AZ | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
more employers in SENTINEL INSURANCE AGENCY, 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 2024–2025 on this page)
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