Benefits broker of record · BETHESDA, MD
THE MELTZER GROUP, INC.
THE MELTZER GROUP, INC. of BETHESDA, MD is named as the broker of record on 1,162 insurance contracts in public Form 5500 Schedule A filings.
One of 8 offices of THE MELTZER GROUP, INC..
1,162 contracts on file name THE MELTZER GROUP, INC. 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 MELTZER GROUP, INC. brokers 1,162 insured contracts for 429 employers, across 28 states, led by MD, VA, DC.
Disability is the largest line (387 contracts), followed by life (382), dental (268), health (253).
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (128, about 11%); RELIANCE STANDARD LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 51% 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.
Counted by each employer's own state. Largest first.
Contracts by line.
disability 387 · life 382 · dental 268 · health 253 · vision 226 · stop-loss 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| AIMS BENEFIT TRUST | GLEN BURNIE, MD | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2024 |
| LEGAL & GENERAL AMERICA, INC. | FREDERICK, MD | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2024 |
| KIPP DC PUBLIC CHARTER SCHOOLS | WASHINGTON, DC | AETNA LIFE INSURANCE COMPANY | Jul 1FY2025 |
| THE BUSINESS COUNCIL OF NEW YORK STATE, INC. INSURANCE FUND | ALBANY, NY | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY | Jan 1FY2024 |
| WILMINGTON UNIVERSITY | NEW CASTLE, DE | HIGHMARK DELAWARE | Mar 1FY2025 |
more employers in THE MELTZER GROUP, INC.'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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