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Benefits broker of record · HOUSTON, TX

USI INSURANCE SERVICES LLC

USI INSURANCE SERVICES LLC of HOUSTON, TX is named as the broker of record on 320 insurance contracts in public Form 5500 Schedule A filings.

One of 247 offices of USI INSURANCE SERVICES LLC.

Contracts brokered
320
Book size
$1M+
Office state
TX

320 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 320 insured contracts for 236 employers, across 18 states, led by TX, LA, OK.

Health is the largest line (119 contracts), followed by vision (118), life (115), disability (95).

DEARBORN LIFE INSURANCE COMPANY writes the most contracts in the book (86, about 27%); BLUECROSS BLUESHIELD OF TEXAS, UNITEDHEALTHCARE INSURANCE COMPANY, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA follow.

Renewals concentrate on January 1: 73% 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 119 · vision 118 · life 115 · disability 95 · dental 87

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
STELLANTIS FINANCIAL SERVICES, INC.HOUSTON, TXBLUECROSS BLUESHIELD OF TEXASJan 1FY2025
CHORD ENERGY LLCHOUSTON, TXBLUECROSS BLUESHIELD OF TEXASJan 1FY2025
DEPOSITION SOLUTIONS, LLCHOUSTON, TXBLUECROSS BLUESHIELD OF TEXASJan 1FY2025
GOLDEN PASS LNG TERMINAL, LLCHOUSTON, TXUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
LUMMUS TECHNOLOGY LLCHOUSTON, TXBLUECROSS BLUESHIELD OF TEXASJan 1FY2025
Subscriber access
231

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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 year 2025 on this page)

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