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Benefits broker of record · CINCINNATI, OH

USI INSURANCE SERVICES, LLC

USI INSURANCE SERVICES, LLC of CINCINNATI, OH is named as the broker of record on 321 insurance contracts in public Form 5500 Schedule A filings.

One of 247 offices of USI INSURANCE SERVICES LLC.

Contracts brokered
321
Book size
$1M+
Office state
OH

321 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 321 insured contracts for 290 employers, across 29 states, led by OH, KY, TX.

Health is the largest line (143 contracts), followed by dental (140), vision (132), life (97).

UNITEDHEALTHCARE INSURANCE COMPANY writes the most contracts in the book (100, about 31%); AETNA LIFE INSURANCE COMPANY, SYMETRA LIFE INSURANCE COMPANY, HUMANA INSURANCE COMPANY follow.

Renewals concentrate on January 1: 62% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

health 143 · dental 140 · vision 132 · life 97 · disability 70 · 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
CENTERLINE COMMUNICATIONS, LLCWEST BRIDGEWATER, MAAETNA LIFE INSURANCE COMPANYJan 1FY2025
ALLEN MATKINS LECK GAMBLE MALLORY & NATSISLOS ANGELES, CAAETNA LIFE INSURANCE COMPANYJan 1FY2025
CHORD ENERGY LLCHOUSTON, TXBLUECROSS BLUESHIELD OF TEXASJan 1FY2023
CRITICAL PROJECT SERVICES, LLCDALLAS, TXUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
INTEGRATED SERVICES FOR BEHAVIORAL HEALTH, INC.NELSONVILLE, OHAETNA LIFE INSURANCE COMPANYSep 1FY2025
Subscriber access
285

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)

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