Insurance carrier
LEGALSHIELD
LEGALSHIELD appears on 55 employer benefit contracts in public Form 5500 Schedule A filings.
55 employer contracts on file name LEGALSHIELD as the insurance carrier. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
LEGALSHIELD writes 55 insured contracts for 51 employers, across 26 states, led by AZ, MT, MI.
CBIZ BENEFITS & INSURANCE SERVICES is the broker of record on the most contracts (7, about 13%); LOCKTON COMPANIES, LLC, GALLAGHER BENEFIT SERVICES, INC., MARSH AND MCLENNAN AGENCY, LLC follow.
Renewals concentrate on January 1: 78% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Offices that file under one name are added up on one row. The name links to the office with the most contracts on this carrier.
- CBIZ BENEFITS & INSURANCE SERVICES2 offices on this carrier7
- LOCKTON COMPANIES, LLC4 offices on this carrier5
- GALLAGHER BENEFIT SERVICES, INC.3 offices on this carrier3
- MARSH AND MCLENNAN AGENCY, LLC2 offices on this carrier3
- TRACY KATZ LLC3
- LOVITT AND TOUCHE, INC.2
Counted by each employer's own state. Largest first.
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
Employers with plans through LEGALSHIELD
| Employer | Location | Broker | Renews |
|---|---|---|---|
| WRENCH GROUP, LLC | MARIETTA, GA | GREG HODGES | Jan 1FY2024 |
| QUALUS POWER SERVICES CORP | LAKE MARY, FL | HUB HEARTLAND LLC | Jan 1FY2025 |
| EARLY WARNING SERVICES LLC | SCOTTSDALE, AZ | SHARON OKONIEWSKI | Jan 1FY2025 |
| MONARCH INVESTMENT AND MANAGEMENT GROUP | FRANKTOWN, CO | IMA, INC. | Jul 1FY2025 |
| SISECAM CHEMICALS RESOURCES LLC | ATLANTA, GA | CBIZ BENEFITS & INSURANCE SERVICES | Jan 1FY2024 |
more employers with plans through LEGALSHIELD
See the full employer base with brokers, renewal dates, and commissions — plus filters and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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