Benefits broker of record · VALHALLA, NY
WESTCHESTER BENEFIT GROUP
WESTCHESTER BENEFIT GROUP of VALHALLA, NY is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.
Book profile
WESTCHESTER BENEFIT GROUP brokers 4 insured contracts for 3 employers, across 2 states, led by NY, CT.
Vision is the largest line (2 contracts), followed by life (2), health (1), dental (1).
ANTHEM BLUE CROSS writes the most contracts in the book (2, about 50%); AVESIS, STANDARD INSURANCE COMPANY follow.
Renewals concentrate on April 1: 50% of the dated welfare contracts have policy years ending in March, 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.
vision 2 · life 2 · health 1 · dental 1
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 |
|---|---|---|---|
| ACMH, INC. | NEW YORK, NY | ANTHEM BLUE CROSS | Apr 1FY2026 |
| TEAMSTERS LOCAL 445 WELFARE FUND | ROCK TAVERN, NY | STANDARD INSURANCE COMPANY | Jan 1FY2024 |
| ASSOCIATION OF COMMUNITY SERVICE AGENTS, INC. | WALLINGFORD, CT | AVESIS | Jan 1FY2024 |
| TEAMSTERS LOCAL 445 WELFARE FUND | ROCK TAVERN, NY | ANTHEM BLUE CROSS | Apr 1FY2024 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2026 on this page)
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