Benefits broker of record · HIGHWOOD, IL
VITI FINANCIAL SERVICES INC
VITI FINANCIAL SERVICES INC of HIGHWOOD, IL is named as the broker of record on 15 insurance contracts in public Form 5500 Schedule A filings.
One of 2 offices of VITI FINANCIAL SERVICES INC.
15 contracts on file name VITI FINANCIAL SERVICES INC 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
VITI FINANCIAL SERVICES INC brokers 15 insured contracts for 5 employers, across 2 states, led by IL, WI.
Health is the largest line (5 contracts), followed by disability (5), dental (4), vision (3).
CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the most contracts in the book (4, about 27%); LIFE INSURANCE COMPANY OF NORTH AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF ILLINOIS follow.
Renewals concentrate on January 1: 100% 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 5 · disability 5 · dental 4 · vision 3 · life 3
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 |
|---|---|---|---|
| TRUSTEES OF RESTAURANT & HOSPITALITY ASSOCIATION BENEFIT TR | CHICAGO, IL | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2024 |
| FIRST BANK CHICAGO | HIGHLAND PARK, IL | BLUECROSS BLUESHIELD OF ILLINOIS | Jan 1FY2024 |
| ONE OFF HOSPITALITY GROUP, LTD | CHICAGO, IL | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| TMART OPERATIONS I LLC | BRIGGSVILLE, WI | BLUE CROSS & BLUE SHIELD OF WISCONSIN | Jan 1FY2025 |
| FIRST BANK CHICAGO | HIGHLAND PARK, IL | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2024 |
more employer in VITI FINANCIAL SERVICES INC'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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