Benefits broker of record · ERIE, PA
USI INSURANCE SERVICES LLC
USI INSURANCE SERVICES LLC of ERIE, PA is named as the broker of record on 5 insurance contracts in public Form 5500 Schedule A filings.
One of 247 offices of USI INSURANCE SERVICES LLC.
5 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 5 insured contracts for 5 employers, across 2 states, led by PA, NY.
Life is the largest line (2 contracts), followed by vision (1), disability (1).
AFLAC writes the most contracts in the book (1, about 20%); HARTFORD LIFE AND ACCIDENT, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, VISION BENEFITS OF AMERICA follow.
Renewals concentrate on January 1: 80% 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 2 · vision 1 · disability 1
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 |
|---|---|---|---|
| MERCYHURST UNIVERSITY | ERIE, PA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jun 1FY2025 |
| BLACKSTONE ADVANCED TECHNOLOGIES LLC | JAMESTOWN, NY | HARTFORD LIFE AND ACCIDENT | Jan 1FY2025 |
| BOND, SCHOENECK & KING, PLLC | SYRACUSE, NY | AFLAC | Jan 1FY2025 |
| WESBURY UNITED METHODIST COMMUNITY | MEADVILLE, PA | VISION BENEFITS OF AMERICA | Jan 1FY2025 |
| NORTHWEST BANK | WARREN, PA | ZURICH AMERICAN INSURANCE COMPANY | Jan 1FY2024 |
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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