Benefits broker of record · LATHAM, NY
USI INSURANCE SERVICES LLC
USI INSURANCE SERVICES LLC of LATHAM, NY is named as the broker of record on 64 insurance contracts in public Form 5500 Schedule A filings.
One of 247 offices of USI INSURANCE SERVICES LLC.
64 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 64 insured contracts for 62 employers, across 10 states, led by NY, MA, PA.
Life is the largest line (44 contracts), followed by disability (43), vision (34), dental (28).
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (54, about 84%); HIGHMARK INC., BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., HIGHMARK NEW YORK follow.
Renewals concentrate on January 1: 58% 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.
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA54
- HIGHMARK INC.3
- BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.2
- HIGHMARK NEW YORK2
- HARTFORD LIFE AND ACCIDENT1
- HIGHMARK BLUE CROSS BLUE SHIELD1
Counted by each employer's own state. Largest first.
Contracts by line.
life 44 · disability 43 · vision 34 · dental 28 · health 11
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| VALLEY HEALTH PARTNERS | ALLENTOWN, PA | HIGHMARK INC. | Jan 1FY2025 |
| PHOENIX REHABILITATION AND HEALTH SERVICES, INC. | CRANBERRY TOWNSHIP, PA | HIGHMARK INC. | Jan 1FY2025 |
| PARTNERS FOR QUALITY, INC. | MCKEES ROCKS, PA | HIGHMARK INC. | Jul 1FY2025 |
| CALLAHAN, INC. | BRIDGEWATER, MA | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Jan 1FY2025 |
| SOUTHWORTH DEVELOPMENT LLC | MASHPEE, MA | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Jan 1FY2025 |
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)
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