form5500lookup

Benefits broker of record · DALLAS, TX

VIZIENT INSURANCE SERVICES, LLC

VIZIENT INSURANCE SERVICES, LLC of DALLAS, TX is named as the broker of record on 12 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
12
Book size
$100k–1M
States
TX

Book profile

VIZIENT INSURANCE SERVICES, LLC brokers 12 insured contracts for 6 employers covering 10,763 people, across 4 states, led by WI, MO, IA.

Life is the largest line (5 contracts), followed by disability (3), vision (1).

HARTFORD LIFE AND ACCIDENT writes the most contracts in the book (6, about 50%); VISION SERVICE PLAN follow.

Renewals concentrate in December — 50% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

life 5 · disability 3 · 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
UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC.MIDDLETON, WIHARTFORD LIFE AND ACCIDENTDecember
UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC.MIDDLETON, WIHARTFORD LIFE AND ACCIDENTDecember
GOLDEN VALLEY MEMORIAL HEALTHCARECLINTON, MOHARTFORD LIFE AND ACCIDENTDecember
UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC.MIDDLETON, WIHARTFORD LIFE AND ACCIDENTDecember
PHELPS MEMORIAL HEALTH CENTERHOLDREGE, NEHARTFORD LIFE AND ACCIDENTDecember
Subscriber access
2

more plans in VIZIENT INSURANCE SERVICES, LLC's book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Subscribe — $99/moAlready subscribed? Sign in

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