form5500lookup

Benefits broker of record · EDMOND, OK

VANGUARD BENEFITS GROUP

VANGUARD BENEFITS GROUP of EDMOND, OK is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
3
Book size
under $10k
States
OK

Book profile

VANGUARD BENEFITS GROUP brokers 3 insured contracts for 1 employer covering 338 people, all in OK.

Health is the largest line (1 contracts), followed by dental (1), vision (1).

AMERITAS VISION PLAN writes the most contracts in the book (1, about 33%); DELTA DENTAL PLAN OF OKLAHOMA, PAN AMERICAN LIFE INSURANCE COMPANY follow.

Renewals concentrate in December — 100% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

health 1 · dental 1 · vision 1

Renewals by month
  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
PEOPLE INC.SALLISAW, OKPAN AMERICAN LIFE INSURANCE COMPANYDecember
PEOPLE INC.SALLISAW, OKDELTA DENTAL PLAN OF OKLAHOMADecember
PEOPLE INC.SALLISAW, OKAMERITAS VISION PLANDecember

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A