Benefits broker of record
UMR, INC
UMR, INC is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.
One of 3 offices of UMR, INC..
Book profile
UMR, INC brokers 3 insured contracts for 3 employers, across 2 states, led by KY, FL.
Stop-loss is the largest line (2 contracts), followed by health (1), dental (1), vision (1).
BERKLEY LIFE AND HEALTH INSURANCE COMPANY writes the most contracts in the book (1, about 33%); CGI-TOKIO MARINE HCC, UMR, INC. follow.
Renewals are spread through the year; June 1 renewals (policy year ends May) are the largest group, at 33% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
- BERKLEY LIFE AND HEALTH INSURANCE COMPANY1
- CGI-TOKIO MARINE HCC1
- UMR, INC.1
Counted by each employer's own state. Largest first.
Contracts by line.
stop-loss 2 · health 1 · dental 1 · vision 1 · disability 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| BOND & STEELE CLINIC PA | WINTER HAVEN, FL | BERKLEY LIFE AND HEALTH INSURANCE COMPANY | Jun 1FY2025 |
| HALTON GROUP AMERICAS, INC. | SCOTTSVILLE, KY | CGI-TOKIO MARINE HCC | Nov 1FY2025 |
| SWOPE GROUP EMPLOYEE BENEFIT FUND | ELIZABETHTOWN, KY | UMR, INC. | Jan 1FY2024 |
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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