Benefits broker of record
XL BENEFITS INSURANCE SERVICES
XL BENEFITS INSURANCE SERVICES is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.
Book profile
XL BENEFITS INSURANCE SERVICES brokers 3 insured contracts for 3 employers, across 2 states, led by KY, CA.
The book is entirely stop-loss coverage.
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY writes the most contracts in the book (1, about 33%); COMPANION LIFE INS CO OF CALIF, EVEREST 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.
- BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY1
- COMPANION LIFE INS CO OF CALIF1
- EVEREST1
Counted by each employer's own state. Largest first.
Contracts by line.
stop-loss 2
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| HUTSON, INC. | MURRAY, KY | BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY | Jan 1FY2025 |
| MERCER TRANSPORTATION CO., INC. | LOUISVILLE, KY | EVEREST | Jan 1FY2025 |
| MANCO ABBOTT, INC. | FRESNO, CA | COMPANION LIFE INS CO OF CALIF | Jan 1FY2023 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)
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