Insurance carrier
PETERSEN INTERNATIONAL UNDERWRITERS
PETERSEN INTERNATIONAL UNDERWRITERS appears on 23 employer benefit contracts in public Form 5500 Schedule A filings.
23 employer contracts on file name PETERSEN INTERNATIONAL UNDERWRITERS 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
PETERSEN INTERNATIONAL UNDERWRITERS writes 23 insured contracts for 22 employers, across 13 states, led by TX, CA, FL.
The book is entirely disability coverage.
LOCKTON COMPANIES, LLC is the broker of record on the most contracts (3, about 13%); MARSH & MCLENNAN AGENCY LLC, SHEPHERD INSURANCE LLC, AON CONSULTING INC follow.
Renewals concentrate on January 1: 74% 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.
- LOCKTON COMPANIES, LLC3 offices on this carrier3
- MARSH & MCLENNAN AGENCY LLC3
- SHEPHERD INSURANCE LLC2
- AON CONSULTING INC1
- CHRISTOPHER ALAN1
- JOSEPH M. HARDGROVE1
Counted by each employer's own state. Largest first.
Contracts by line.
disability 14
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 PETERSEN INTERNATIONAL UNDERWRITERS
| Employer | Location | Broker | Renews |
|---|---|---|---|
| LOCKTON, INC. | KANSAS CITY, MO | LOCKTON COMPANIES, LLC | Jan 1FY2025 |
| VISTA EQUITY PARTNERS MANAGEMENT, LLC | AUSTIN, TX | AON CONSULTING INC | Jan 1FY2025 |
| ACUITY, A MUTUAL INSURANCE COMPANY | SHEBOYGAN, WI | KME INSURANCE BROKERAGE, INC. | Jun 1FY2025 |
| BACARDI USA INC AND AFFILIATES | CORAL GABLES, FL | MARSH & MCLENNAN AGENCY, LLC | Jan 1FY2025 |
| BARNES & THORNBURG LLP | INDIANAPOLIS, IN | SHEPHERD INSURANCE LLC | Jan 1FY2024 |
more employers with plans through PETERSEN INTERNATIONAL UNDERWRITERS
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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