Benefits broker of record · NEW YORK, NY
THE HOTALING GROUP
THE HOTALING GROUP of NEW YORK, NY is named as the broker of record on 8 insurance contracts in public Form 5500 Schedule A filings.
Book profile
THE HOTALING GROUP brokers 8 insured contracts for 5 employers, across 2 states, led by NY, FL.
Dental is the largest line (5 contracts), followed by vision (5), health (3), life (3).
AETNA LIFE INSURANCE CO. writes the most contracts in the book (3, about 38%); PRINCIPAL LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY follow.
Renewals concentrate in December — 63% of contracts — so most of the book comes up for review at once.
dental 5 · vision 5 · health 3 · life 3 · disability 2
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| MWW GROUP LLC | NEW YORK, NY | AETNA LIFE INSURANCE COMPANY | May |
| MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. | POUGHKEEPSIE, NY | AETNA LIFE INSURANCE COMPANY | December |
| ATRIA HEALTH LLC | NEW YORK, NY | PRINCIPAL LIFE INSURANCE COMPANY | May |
| CALL 4 HEALTH, INC. | DELRAY BEACH, FL | PRINCIPAL LIFE INSURANCE COMPANY | July |
| JANEL GROUP LLC | GARDEN CITY, NY | AETNA LIFE INSURANCE CO. | December |
more plans in THE HOTALING GROUP'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