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Benefits broker of record · SUMMIT, NJ

THE LEADERS GROUP INC

THE LEADERS GROUP INC of SUMMIT, NJ is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.

One of 2 offices of THE LEADERS GROUP INC.

Contracts brokered
3
Book size
$10k–100k
Office state
NJ

Book profile

THE LEADERS GROUP INC brokers 3 insured contracts for 3 employers, across 3 states, led by CT, IL, TX.

The book is entirely life coverage.

METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 33%); PRINCIPAL LIFE INSURANCE COMPANY, VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY follow.

Renewals concentrate on January 1: 100% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

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.

life 1

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
GRANT THORNTON ADVISORS LLCCHICAGO, ILMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2025
CLASP HOMES INCWESTPORT, CTPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2025
COMMUNITY HEALTHCARE OF TEXASFORT WORTH, TXVOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC—FY2025

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)

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