form5500lookup

Benefits broker of record · FORT WORTH, TX

USI INSURANCE SERVICES LLC

USI INSURANCE SERVICES LLC of FORT WORTH, TX is named as the broker of record on 30 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
30
Book size
$1M+
States
TX

Book profile

USI INSURANCE SERVICES LLC brokers 30 insured contracts for 25 employers covering 9,244 people, across at least 6 states, led by TX, OK, FL.

Life is the largest line (20 contracts), followed by disability (20), vision (18), dental (15).

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (24, about 80%); BLUECROSS BLUESHIELD OF TEXAS follow.

Renewals concentrate in December — 73% of contracts — so most of the book comes up for review at once.

Employer states
Lines of coverage

life 20 · disability 20 · vision 18 · dental 15 · health 1

Renewals by month
  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
ALERT 360 OPCO INC.TULSA, OKTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADecember
AUDUBON COMPANIES, LLCHOUSTON, TXTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADecember
MILLER SIERRA CONTRACTORS, INC.EULESS, TXBLUECROSS BLUESHIELD OF TEXASDecember
HASTINGS EQUITY PARTNERS, LLCCONCORD, MATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADecember
HENSLEY INDUSTRIES, INC.DALLAS, TXTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADecember
Subscriber access
20

more plans 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