form5500lookup

Benefits broker of record · EMMAUS, PA

THE EQUINOX AGENCY LLC

THE EQUINOX AGENCY LLC of EMMAUS, PA is named as the broker of record on 71 insurance contracts in public Form 5500 Schedule A filings.

One of 4 offices of THE EQUINOX AGENCY LLC.

Contracts brokered
71
Book size
$100k–1M
Office state
PA

71 contracts on file name THE EQUINOX AGENCY LLC 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

THE EQUINOX AGENCY LLC brokers 71 insured contracts for 32 employers, across 3 states, led by PA, VA, NY.

Disability is the largest line (26 contracts), followed by dental (22), vision (22), life (19).

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (17, about 24%); STANDARD INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, CAPITAL ADVANTAGE ASSURANCE COMPANY follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 49% of the dated welfare contracts.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

disability 26 · dental 22 · vision 22 · life 19 · health 6

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  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
COOPERSBURG KENWORTH, INC.COOPERSBURG, PACAPITAL ADVANTAGE ASSURANCE COMPANYAug 1FY2025
LEHIGH VALLEY CHILDREN'S CENTERS, INC.ALLENTOWN, PACAPITAL ADVANTAGE ASSURANCE COMPANYApr 1FY2025
MARKET RESOURCE PARTNERS LLCPHILADELPHIA, PAAETNA LIFE INSURANCE COMPANYJul 1FY2025
ADVANCED DERMATOLOGY ASSOCIATES, LTDALLENTOWN, PACAPITAL ADVANTAGE ASSURANCE COMPANYJan 1FY2025
HYDAC TECHNOLOGY CORP.BETHLEHEM, PASUN LIFE ASSURANCE COMPANY OF CANADAJan 1FY2024
Subscriber access
27

more employers in THE EQUINOX AGENCY LLC's book

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

Subscribe — from $39/moAlready subscribed? Sign in

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)

Claude & ChatGPT

Look up records from Claude or ChatGPT

Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.

Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both

Add to Claude Set up ChatGPT