Benefits broker of record · PHOENIX, AZ
UNKNOWN
UNKNOWN of PHOENIX, AZ is named as the broker of record on 8 insurance contracts in public Form 5500 Schedule A filings.
8 contracts on file name UNKNOWN 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
UNKNOWN brokers 8 insured contracts for 8 employers, all in Arizona.
Health is the largest line (2 contracts), followed by life (2), disability (2), dental (1).
TELADOC HEALTH, INC. writes the most contracts in the book (3, about 38%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, ATLANTIC COAST LIFE, BLUE CROSS BLUE SHIELD OF ARIZONA follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 38% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
- TELADOC HEALTH, INC.3
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2
- ATLANTIC COAST LIFE1
- BLUE CROSS BLUE SHIELD OF ARIZONA1
- UMR, INC.1
Counted by each employer's own state. Largest first.
Contracts by line.
health 2 · life 2 · disability 2 · dental 1 · vision 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 |
|---|---|---|---|
| BILL LUKE CHRYSLER JEEP DODGE INC | PHOENIX, AZ | ATLANTIC COAST LIFE | Sep 1FY2025 |
| CRS TEMPORARY HOUSING | PHOENIX, AZ | BLUE CROSS BLUE SHIELD OF ARIZONA | May 1FY2026 |
| SUNS LEGACY PARTNERS, LLC | PHOENIX, AZ | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| UMOM NEW DAY CENTERS | PHOENIX, AZ | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jul 1FY2025 |
| MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. | PHOENIX, AZ | TELADOC HEALTH, INC. | Apr 1FY2026 |
more employers in UNKNOWN'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 · each row is that employer’s most recent filing, largest premium first (plan years 2025–2026 on this page)
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