Benefits broker of record · GREENWOOD VILLAGE, CO
USI INSURANCE SERVICES LLC
USI INSURANCE SERVICES LLC of GREENWOOD VILLAGE, CO is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.
One of 247 offices of USI INSURANCE SERVICES LLC.
Book profile
USI INSURANCE SERVICES LLC brokers 4 insured contracts for 4 employers, across 2 states, led by CO, CA.
Health is the largest line (4 contracts), followed by dental (1).
KAISER FOUNDATION HEALTH PLAN OF COLORADO writes the most contracts in the book (3, about 75%); AETNA LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 75% 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.
health 4 · dental 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 |
|---|---|---|---|
| SHOPMONKEY INC. | MORGAN HILL, CA | AETNA LIFE INSURANCE COMPANY | Jan 1FY2025 |
| HABITAT FOR HUMANITY OF METRO DENVER, INC | DENVER, CO | KAISER FOUNDATION HEALTH PLAN OF COLORADO | Jul 1FY2025 |
| MENTAL HEALTH PARTNERS | LAFAYETTE, CO | KAISER FOUNDATION HEALTH PLAN OF COLORADO | Jan 1FY2024 |
| BAYAUD ENTERPRISES, INC. | DENVER, CO | KAISER FOUNDATION HEALTH PLAN OF COLORADO | Jan 1FY2023 |
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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