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Benefits broker of record · HAPEVILLE, GA

TRIAD INSURANCE INC

TRIAD INSURANCE INC of HAPEVILLE, GA is named as the broker of record on 6 insurance contracts in public Form 5500 Schedule A filings.

One of 7 offices of TRIAD INSURANCE INC.

Contracts brokered
6
Book size
$100k–1M
Office state
GA

6 contracts on file name TRIAD INSURANCE 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

TRIAD INSURANCE INC brokers 6 insured contracts for 6 employers, across 5 states, led by UT, AK, OH.

TRANSAMERICA LIFE INSURANCE COMPANY writes the most contracts in the book (4, about 67%); TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY follow.

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
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
STORIED MANAGEMENT, LLCPARK CITY, UTTRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
PIVOTAL HOUSING PARTNERS LLCWEST CHESTER, OHTRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
MILLENNIUM ADVISORS, INC.SEATTLE, WATRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
ASSETS, INC.ANCHORAGE, AKTRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
STRATUS.HRSANDY, UTTRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
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1

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2024 on this page)

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