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Benefits broker of record · VIRGINIA BEACH, VA

USI INSURANCE SERVICES LLC MIDSOUTH

USI INSURANCE SERVICES LLC MIDSOUTH of VIRGINIA BEACH, VA is named as the broker of record on 13 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
13
Book size
$10k–100k
Office state
VA

13 contracts on file name USI INSURANCE SERVICES LLC MIDSOUTH 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 MIDSOUTH brokers 13 insured contracts for 4 employers, across 2 states, led by NC, GA.

Life is the largest line (4 contracts), followed by disability (4), vision (3), dental (1).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (11, about 85%); SUN LIFE ASSURANCE COMPANY OF CANADA follow.

Renewals are spread through the year; May 1 renewals (policy year ends April) are the largest group, at 38% of the dated welfare contracts.

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.

life 4 · disability 4 · vision 3 · dental 1

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
THE MAST GENERAL STORE, INC.VALLE CRUCIS, NCUNITED OF OMAHA LIFE INSURANCE COMPANYOct 1FY2024
SCHAEFER SYSTEMS INTERNATIONAL, INCCHARLOTTE, NCUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2025
SCHAEFER SYSTEMS INTERNATIONAL, INCCHARLOTTE, NCUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2025
SCHAEFER SYSTEMS INTERNATIONAL, INCCHARLOTTE, NCUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2025
EARLY YEARS, INC.CHAPEL HILL, NCSUN LIFE ASSURANCE COMPANY OF CANADAJul 1FY2025
Subscriber access
1

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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 years 2024–2025 on this page)

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