Benefits broker of record · VALHALLA, NY
USI INSURANCE SERVICES, LLC
USI INSURANCE SERVICES, LLC of VALHALLA, NY is named as the broker of record on 339 insurance contracts in public Form 5500 Schedule A filings.
One of 247 offices of USI INSURANCE SERVICES LLC.
339 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 339 insured contracts for 316 employers, across 37 states, led by OH, MI, NY.
Dental is the largest line (146 contracts), followed by life (90), vision (85), disability (84).
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (71, about 21%); DELTA DENTAL OF OHIO, RELIASTAR LIFE INSURANCE COMPANY, DELTA DENTAL OF MICHIGAN follow.
Renewals concentrate on January 1: 69% 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.
dental 146 · life 90 · vision 85 · disability 84 · health 82 · stop-loss 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 |
|---|---|---|---|
| ASSOCIATION OF COMMUNITY SERVICE AGENTS, INC. | WALLINGFORD, CT | AETNA LIFE INSURANCE COMPANY | Aug 1FY2024 |
| LEADINGAGE OREGON | TIGARD, OR | PACIFICSOURCE HEALTH PLANS | Oct 1FY2025 |
| PECONIC LANDING AT SOUTHOLD, INC. | GREENPORT, NY | AETNA LIFE INSURANCE COMPANY | Jan 1FY2025 |
| ORENCO SYSTEMS INC. | SUTHERLIN, OR | PACIFICSOURCE HEALTH PLANS | Jan 1FY2025 |
| NEBRASKA HEALTH CARE ASSOCIATION | LINCOLN, NE | BLUE CROSS BLUE SHIELD OF NEBRASKA | Jan 1FY2023 |
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 2023–2025 on this page)
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