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Benefits broker of record · BLOOMINGTON, MN

USI INSURANCE SERVICES LLC

USI INSURANCE SERVICES LLC of BLOOMINGTON, MN is named as the broker of record on 272 insurance contracts in public Form 5500 Schedule A filings.

One of 247 offices of USI INSURANCE SERVICES LLC.

Contracts brokered
272
Book size
$1M+
Office state
MN

272 contracts on file name USI INSURANCE SERVICES LLC 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

USI INSURANCE SERVICES LLC brokers 272 insured contracts for 209 employers, across 21 states, led by MN, ND, WI.

Health is the largest line (104 contracts), followed by life (79), disability (75), dental (30).

MEDICA INSURANCE COMPANY writes the most contracts in the book (59, about 22%); UNUM LIFE INSURANCE COMPANY OF AMERICA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 77% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

health 104 · life 79 · disability 75 · dental 30 · vision 26 · stop-loss 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
HUSCH BLACKWELL LLPKANSAS CITY, MOCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2024
CASSIAEDINA, MNMEDICA INSURANCE COMPANYJan 1FY2025
PERFORCE SOFTWARE, INC.MINNEAPOLIS, MNMEDICA INSURANCE COMPANYJan 1FY2025
VIRCO MFG CORPORATIONTORRANCE, CAAETNA LIFE INSURANCE COMPANYJan 1FY2025
TACTILE SYSTEMS TECHNOLOGY, INC.MINNEAPOLIS, MNUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
Subscriber access
204

more employers in USI INSURANCE SERVICES LLC'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 2024–2025 on this page)

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