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Benefits broker of record · FAIRFIELD, IA

TBS AGENCY, INC.

TBS AGENCY, INC. of FAIRFIELD, IA is named as the broker of record on 130 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
130
Book size
$1M+
States
IA

Book profile

TBS AGENCY, INC. brokers 130 insured contracts for 98 employers covering 26,590 people, across at least 6 states, led by IL, VA, CA.

The book is entirely life coverage.

PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (36, about 28%); VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY, AMERICAN UNITED LIFE INSURANCE COMPANY, VOYA RETIREMENT INSURANCE & ANNUITY COMPANY follow.

Renewals concentrate in December — 78% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

life 1

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
INTERMOUNTAIN HEALTHCARESALT LAKE CITY, UTMETROPOLITAN LIFE INSURANCE COMPANYDecember
PENN RECYCLING, INC.WILLIAMSPORT, PAVOYA LIFE INSURANCE AND ANNUITY CO.June
FIRST SENTINEL BANKRICHLANDS, VAVOYADecember
PE MANAGEMENT GROUP, INC.RANCHO SANTA FE, CAVOYA RETIREMENT INSURANCE & ANNUITY CODecember
LAWTON GROUP LLCMCKINNEY, TXPRINCIPAL LIFE INSURANCE COMPANYDecember
Subscriber access
112

more plans in TBS AGENCY, INC.'s book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

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