Benefits broker of record · MEMPHIS, TN
USI INSURANCE SERVICES LLC
USI INSURANCE SERVICES LLC of MEMPHIS, TN is named as the broker of record on 17 insurance contracts in public Form 5500 Schedule A filings.
One of 247 offices of USI INSURANCE SERVICES LLC.
17 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 17 insured contracts for 15 employers, across 4 states, led by TN, AL, LA.
Health is the largest line (10 contracts), followed by vision (5), life (4), disability (4).
UNITEDHEALTHCARE INSURANCE COMPANY writes the most contracts in the book (5, about 29%); SYMETRA LIFE INSURANCE COMPANY, AMERITAS LIFE INSURANCE CORP., RELIANCE STANDARD LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 53% 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 10 · vision 5 · life 4 · disability 4 · dental 3
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 |
|---|---|---|---|
| ONSITE WELLNESS GROUP, LLC | CUMBERLAND FURNACE, TN | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| ASCENT HEALTH | MONROE, LA | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | Feb 1FY2026 |
| CASTLEROCK ASSET MANAGEMENT, LLC | NASHVILLE, TN | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| PROVIDENT PRACTICE MANAGEMENT SVCS, LLC AND EYE SPECIALTY GROUP | MEMPHIS, TN | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| ITG COMMUNICATIONS, LLC | GALLATIN, TN | UNITEDHEALTHCARE INSURANCE COMPANY | 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 years 2025–2026 on this page)
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