Benefits broker of record · BLUE BELL, PA
USI INSURANCE SERVICES LLC
USI INSURANCE SERVICES LLC of BLUE BELL, PA is named as the broker of record on 41 insurance contracts in public Form 5500 Schedule A filings.
One of 247 offices of USI INSURANCE SERVICES LLC.
41 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 41 insured contracts for 38 employers, across 13 states, led by PA, DE, NY.
Life is the largest line (16 contracts), followed by disability (9), health (8), dental (7).
CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the most contracts in the book (6, about 15%); HARTFORD LIFE AND ACCIDENT, MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 61% of the dated welfare contracts have policy years ending in December, 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.
life 16 · disability 9 · health 8 · dental 7 · vision 7
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 |
|---|---|---|---|
| HATZEL & BUEHLER, INC | WILMINGTON, DE | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Dec 1FY2025 |
| DIAMOND MATERIALS, LLC | NEWPORT, DE | HIGHMARK DELAWARE | Jan 1FY2025 |
| FSG PARENT, L.P. | WILMINGTON, DE | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
| BPG REAL ESTATE SERVICES, LLC | WILMINGTON, DE | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
| BOHLIN CYWINSKI JACKSON | WILKES-BARRE, PA | HIGHMARK INC. | Oct 1FY2024 |
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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