Benefits broker of record · SOUTHBOROUGH, MA
STRATEGIC BENEFIT ADVISORS
STRATEGIC BENEFIT ADVISORS of SOUTHBOROUGH, MA is named as the broker of record on 24 insurance contracts in public Form 5500 Schedule A filings.
One of 3 offices of STRATEGIC BENEFIT ADVISORS.
24 contracts on file name STRATEGIC BENEFIT ADVISORS 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
STRATEGIC BENEFIT ADVISORS brokers 24 insured contracts for 15 employers, across 5 states, led by MA, CT, TX.
Life is the largest line (10 contracts), followed by vision (5), health (4).
MINNESOTA LIFE INSURANCE COMPANY writes the most contracts in the book (7, about 29%); EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., SECURIAN LIFE INSURANCE COMPANY, HARVARD PILGRIM HEALTH CARE follow.
Renewals concentrate on January 1: 79% 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.
- MINNESOTA LIFE INSURANCE COMPANY7
- EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.5
- SECURIAN LIFE INSURANCE COMPANY4
- HARVARD PILGRIM HEALTH CARE3
- HARVARD PILGRIM HEALTH CARE INSURANCE COMPANY2
- ACE AMERICAN INSURANCE COMPANY1
Counted by each employer's own state. Largest first.
Contracts by line.
life 10 · vision 5 · health 4
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| DANA-FARBER CANCER INSTITUTE, INC. | BOSTON, MA | HPHC INSURANCE COMPANY | Jan 1FY2024 |
| DANA-FARBER CANCER INSTITUTE, INC. | BOSTON, MA | HARVARD PILGRIM HEALTH CARE | Jan 1FY2024 |
| THERMO FISHER SCIENTIFIC, INC. | PITTSBURGH, PA | SECURIAN LIFE INSURANCE COMPANY | Jan 1FY2024 |
| MEMORIAL HERMANN HEALTH SYSTEM | HOUSTON, TX | SECURIAN LIFE INSURANCE COMPANY | Jul 1FY2025 |
| EVERSOURCE ENERGY SERVICE COMPANY | HARTFORD, CT | MINNESOTA LIFE INSURANCE COMPANY | Jan 1FY2024 |
more employers in STRATEGIC BENEFIT ADVISORS'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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