Benefits broker of record · PLYMOUTH MEETING, PA
USI INSURANCE SERVICES LLC
USI INSURANCE SERVICES LLC of PLYMOUTH MEETING, PA is named as the broker of record on 22 insurance contracts in public Form 5500 Schedule A filings.
One of 247 offices of USI INSURANCE SERVICES LLC.
22 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 22 insured contracts for 20 employers, across 2 states, led by CA, CO.
Health is the largest line (19 contracts), followed by dental (7), vision (6), life (2).
CALIFORNIA PHYSICIANS SERVICE writes the most contracts in the book (18, about 82%); BLUE SHIELD OF CALIFORNIA, BLUE SHIELD OF CALIFORNIA LIFE HEALTH INSURANCE COMPANY follow.
Renewals concentrate on January 1: 64% 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 19 · dental 7 · vision 6 · life 2
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 |
|---|---|---|---|
| REHRIG PACIFIC COMPANY | MONTEREY PARK, CA | BLUE SHIELD OF CALIFORNIA | Jan 1FY2025 |
| WEST COAST UNIVERSITY, INC. | IRVINE, CA | CALIFORNIA PHYSICIANS SERVICE | Jan 1FY2025 |
| FOUNDATION PHYSICIAN'S MEDICAL GROUP | RANCHO CORDOVA, CA | CALIFORNIA PHYSICIANS SERVICE | Jan 1FY2025 |
| HEALTHPEAK PROPERTIES, LLC | DENVER, CO | CALIFORNIA PHYSICIANS SERVICE | Jan 1FY2025 |
| DELPHIX CORP. | REDWOOD CITY, CA | CALIFORNIA PHYSICIANS SERVICE | Jan 1FY2024 |
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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