form5500lookup

Benefits broker of record · INDIANAPOLIS, IN

UNITED BENEFIT ADVISORS

UNITED BENEFIT ADVISORS of INDIANAPOLIS, IN is named as the broker of record on 5 insurance contracts in public Form 5500 Schedule A filings.

One of 2 offices of UNITED BENEFIT ADVISORS INC.

Contracts brokered
5
Book size
under $10k
Office state
IN

5 contracts on file name UNITED BENEFIT ADVISORS 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 BENEFIT ADVISORS brokers 5 insured contracts for 2 employers, across 2 states, led by PA, NJ.

Life is the largest line (2 contracts), followed by disability (1).

UNUM LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (5, about 100%).

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 2 · disability 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
SAMARITAN HEALTHCARE & HOSPICEMOUNT LAUREL, NJUNUM LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
SAMARITAN HEALTHCARE & HOSPICEMOUNT LAUREL, NJUNUM LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
APEX HOMES OF PA., LLCMIDDLEBURG, PAUNUM LIFE INSURANCE COMPANY OF AMERICAJan 1FY2024
APEX HOMES OF PA., LLCMIDDLEBURG, PAUNUM LIFE INSURANCE COMPANY OF AMERICAJan 1FY2024
APEX HOMES OF PA., LLCMIDDLEBURG, PAUNUM LIFE INSURANCE COMPANY OF AMERICAJan 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)

Claude & ChatGPT

Look up records from Claude or ChatGPT

Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.

Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both

Add to Claude Set up ChatGPT