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Benefits broker of record · CARMEL, IN

WHARTON INSURANCE & FINANCIAL SERV.

WHARTON INSURANCE & FINANCIAL SERV. of CARMEL, IN is named as the broker of record on 8 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
8
Book size
$1M+
States
IN

Book profile

WHARTON INSURANCE & FINANCIAL SERV. brokers 8 insured contracts for 1 employer covering 31,372 people, all in IN.

Health is the largest line (3 contracts), followed by life (1), disability (1), stop-loss (1).

METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (4, about 50%); ANTHEM INSURANCE COMPANY, METROPOLITAN GENERAL INSURANCE PLAN follow.

Renewals concentrate in December — 75% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

health 3 · life 1 · disability 1 · stop-loss 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
WORKSMART SYSTEMS, INC.INDIANAPOLIS, INMETROPOLITAN LIFE INSURANCE COMPANYDecember
WORKSMART SYSTEMS, INC.INDIANAPOLIS, INANTHEM INSURANCE COMPANYDecember
WORKSMART SYSTEMS, INC.INDIANAPOLIS, INMETROPOLITAN LIFE INSURANCE COMPANYDecember
WORKSMART SYSTEMS, INC.INDIANAPOLIS, INMETROPOLITAN LIFE INSURANCE COMPANYDecember
WORKSMART SYSTEMS, INC.INDIANAPOLIS, INMETROPOLITAN LIFE INSURANCE COMPANYDecember
Subscriber access
1

more plans in WHARTON INSURANCE & FINANCIAL SERV.'s book

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