form5500lookup

Benefits broker of record · GLEN ALLEN, VA

USI INSURANCE SERVICES LLC

USI INSURANCE SERVICES LLC of GLEN ALLEN, VA 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.

Contracts brokered
41
Book size
$100k–1M
Office state
VA

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 36 employers, across 4 states, led by VA, NC, SC.

Health is the largest line (17 contracts), followed by vision (8), life (7), dental (4).

AMERICAN HERITAGE LIFE INSURANCE COMPANY writes the most contracts in the book (13, about 32%); SENTARA HEALTH PLAN, AMERITAS LIFE INSURANCE CORP., HARTFORD LIFE AND ACCIDENT follow.

Renewals concentrate on January 1: 51% 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 17 · vision 8 · life 7 · dental 4 · disability 4

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
JEFFERSON SCIENCE ASSOCIATES, LLCNEWPORT NEWS, VASENTARA HEALTH PLANApr 1FY2025
ELIZABETH RIVER CROSSINGS OPCO, LLCPORTSMOUTH, VASENTARA HEALTH PLANAug 1FY2025
FISHER AUTO PARTS, INC.STAUNTON, VAHARTFORD LIFE AND ACCIDENTAug 1FY2025
CAPE HENRY COLLEGIATE SCHOOLVIRGINIA BEACH, VASENTARA HEALTH PLANJul 1FY2025
WILLCOX & SAVAGE, P.C.NORFOLK, VASHIC PPOJan 1FY2025
Subscriber access
31

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 year 2025 on this page)

Claude & ChatGPT

Look up records from Claude or ChatGPT

Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.

Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both