Benefits broker of record · NEW YORK, NY
USI INSURANCE SERVICES LLC
USI INSURANCE SERVICES LLC of NEW YORK, NY is named as the broker of record on 191 insurance contracts in public Form 5500 Schedule A filings.
One of 247 offices of USI INSURANCE SERVICES LLC.
191 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 191 insured contracts for 148 employers, across 24 states, led by NY, NJ, MI.
Disability is the largest line (73 contracts), followed by life (59), health (56), dental (55).
UNITEDHEALTHCARE INSURANCE COMPANY writes the most contracts in the book (46, about 24%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, AETNA LIFE INSURANCE COMPANY, FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 66% 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.
disability 73 · life 59 · health 56 · dental 55 · vision 45
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 |
|---|---|---|---|
| SUMITOMO MITSUI TRUST BANK LIMITED | NEW YORK, NY | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| BBC STUDIOS AMERICAS, INC. | NEW YORK, NY | UNITEDHEALTHCARE INSURANCE COMPANY | Jul 1FY2025 |
| ROTHSCHILD NORTH AMERICA INC. | NEW YORK, NY | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2024 |
| SEMPERIS INC. | HOBOKEN, NJ | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2024 |
| REFUAH HEALTH CENTER, INC. | SPRING VALLEY, NY | 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 2024–2025 on this page)
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