Benefits broker of record · VALHALLA, NY
USI INSURANCE SERVICE LLC
USI INSURANCE SERVICE LLC of VALHALLA, NY is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.
One of 11 offices of USI INSURANCE SERVICE LLC.
Book profile
USI INSURANCE SERVICE LLC brokers 4 insured contracts for 3 employers, across 3 states, led by FL, IA, PA.
The book is entirely health coverage.
AMERICAN PUBLIC LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 50%); LEGALPLANS, USA, WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA follow.
Renewals concentrate on October 1: 50% of the dated welfare contracts have policy years ending in September, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
health 3
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| WILLIAM PENN UNIVERSITY | OSKALOOSA, IA | WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | Jan 1FY2025 |
| RICK CASE ENTERPRISES INC | SUNRISE, FL | AMERICAN PUBLIC LIFE INSURANCE COMPANY | Oct 1FY2025 |
| MOTION & CONTROL ENTERPRISES, LLC | ZELIENOPLE, PA | LEGALPLANS, USA | May 1FY2025 |
| RICK CASE ENTERPRISES INC | SUNRISE, FL | AMERICAN PUBLIC LIFE INSURANCE COMPANY | Oct 1FY2025 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)
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