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Benefits broker of record · CLEVELAND, OH

UNITED AGENCIES

UNITED AGENCIES of CLEVELAND, OH is named as the broker of record on 9 insurance contracts in public Form 5500 Schedule A filings.

One of 3 offices of UNITED AGENCIES INC.

Contracts brokered
9
Book size
$100k–1M
Office state
OH

9 contracts on file name UNITED AGENCIES 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

UNITED AGENCIES brokers 9 insured contracts for 2 employers, all in Ohio.

Life is the largest line (3 contracts), followed by disability (3), health (2), dental (2).

LIFE INSURANCE COMPANY OF NORTH AMERICA writes the most contracts in the book (3, about 33%); AMERICAN HERITAGE LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, COMMUNITY INSURANCE COMPANY follow.

Renewals concentrate on August 1: 56% of the dated welfare contracts have policy years ending in July, 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 3 · disability 3 · health 2 · dental 2 · vision 2

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
MILLENNIA HOUSING MANAGEMENT LTDCLEVELAND, OHCOMMUNITY INSURANCE COMPANYAug 1FY2025
MILLENNIA HOUSING MANAGEMENT LTDCLEVELAND, OHLIFE INSURANCE COMPANY OF NORTH AMERICAAug 1FY2025
SS 2023, LLCRAVENNA, OHUNITED OF OMAHA LIFE INSURANCE COMPANYJun 1FY2024
MILLENNIA HOUSING MANAGEMENT LTDCLEVELAND, OHLIFE INSURANCE COMPANY OF NORTH AMERICAAug 1FY2025
MILLENNIA HOUSING MANAGEMENT LTDCLEVELAND, OHLIFE INS CO OF NO AMERICAAug 1FY2025
Subscriber access
4

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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 years 2024–2025 on this page)

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