form5500lookup

Benefits broker of record · ESSEX, VT

STEFANIE PIGEON INC

STEFANIE PIGEON INC of ESSEX, VT is named as the broker of record on 10 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
10
Book size
$10k–100k
States
VT

Book profile

STEFANIE PIGEON INC brokers 10 insured contracts for 5 employers covering 1,339 people, all in VT.

Life is the largest line (3 contracts), followed by dental (2), vision (2).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (5, about 50%); VISION SERVICE PLAN, DELTA DENTAL OF VERMONT, INC., DELTA DENTAL PLAN OF VERMONT, INC. follow.

Renewals concentrate in April — 80% of contracts — so most of the book comes up for review at once.

Employer states
Lines of coverage

life 3 · dental 2 · vision 2

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
R.L. VALLEE, INC.ST ALBANS, VTDELTA DENTAL PLAN OF VERMONT, INC.April
R.L. VALLEE, INC.ST ALBANS, VTUNITED OF OMAHA LIFE INSURANCE COMPANYApril
R.L. VALLEE, INC.ST ALBANS, VTVISION SERVICE PLANApril
R.L. VALLEE, INC.ST ALBANS, VTDELTA DENTAL OF VERMONT, INC.April
R.L. VALLEE, INC.ST ALBANS, VTVISION SERVICE PLANApril
Subscriber access
5

more plans in STEFANIE PIGEON 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