Benefits broker of record · MENASHA, WI
UNIVERSAL INSURANCE ADVISORS
UNIVERSAL INSURANCE ADVISORS of MENASHA, WI is named as the broker of record on 7 insurance contracts in public Form 5500 Schedule A filings.
Book profile
UNIVERSAL INSURANCE ADVISORS brokers 7 insured contracts for 4 employers covering 810 people, across 2 states, led by NM, WI.
Health is the largest line (3 contracts), followed by life (3), vision (1), disability (1).
ANTHEM LIFE INSURANCE COMPANY (G1400) writes the most contracts in the book (1, about 14%); BLUE CROSS & BLUE SHIELD OF WISCONSIN (BCBSW)(G0422), COMPCARE HEALTH SERVICES INSURANCE CORPORATION (G0423), LUCENT HEALTH SOLUTIONS follow.
Renewals are spread through the year; November is the busiest month at 43% of contracts.
- ANTHEM LIFE INSURANCE COMPANY (G1400)1
- BLUE CROSS & BLUE SHIELD OF WISCONSIN (BCBSW)(G0422)1
- COMPCARE HEALTH SERVICES INSURANCE CORPORATION (G0423)1
- LUCENT HEALTH SOLUTIONS1
- PRINCIPAL LIFE INSURANCE COMPANY1
- STANDARD INSURANCE COMPANY1
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| MCMAHON ASSOCIATES, INC. | NEENAH, WI | LUCENT HEALTH SOLUTIONS | December |
| MCMAHON ASSOCIATES, INC. | NEENAH, WI | PRINCIPAL LIFE INSURANCE COMPANY | December |
| MCMAHON ASSOCIATES, INC. | NEENAH, WI | UNUM LIFE INSURANCE COMPANY OF AMERICA | December |
| HOLSUM, INC | ROSWELL, NM | COMPCARE HEALTH SERVICES INSURANCE CORPORATION (G0423) | November |
| HOLSUM, INC | ROSWELL, NM | BLUE CROSS & BLUE SHIELD OF WISCONSIN (BCBSW)(G0422) | November |
more plans in UNIVERSAL INSURANCE ADVISORS'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