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Benefits broker of record · POTOMAC, MD

WILLIS TOWERS WATSON SOUTHEAST, INC

WILLIS TOWERS WATSON SOUTHEAST, INC of POTOMAC, MD is named as the broker of record on 54 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
54
Book size
$100k–1M
States
MD

Book profile

WILLIS TOWERS WATSON SOUTHEAST, INC brokers 54 insured contracts for 28 employers covering 12,780 people, across at least 6 states, led by VA, DC, MD.

Health is the largest line (30 contracts), followed by dental (5), vision (3), life (3).

KAISER FOUNDATION HEALTH PLAN, INC. writes the most contracts in the book (13, about 24%); UNITEDHEALTHCARE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC., CIGNA HEALTH AND LIFE INSURANCE COMPANY follow.

Renewals concentrate in December — 59% of contracts — so most of the book comes up for review at once.

Clients on file

EmployerLocationCarrierRenews
FIRST-CITIZENS BANK & TRUST COMPANYRALEIGH, NCKAISER FOUNDATION HEALTH PLAN, INC.December
FIRST-CITIZENS BANK & TRUST COMPANYRALEIGH, NCKAISER FOUNDATION HEALTH PLAN INC.December
YARA NORTH AMERICA, INC.TAMPA, FLUNITEDHEALTHCARE INSURANCE COMPANYSeptember
A.I. SOLUTIONS, INC.LANHAM, MDUNITEDHEALTHCARE INSURANCE COMPANYFebruary
GEHL FOODS, LLCGERMANTOWN, WIKAISER FOUNDATION HEALTH PLAN, INC.December
Subscriber access
34

more plans in WILLIS TOWERS WATSON SOUTHEAST, 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