Insurance carrier
SURENCY LIFE AND HEALTH
SURENCY LIFE AND HEALTH appears on 162 employer benefit contracts in public Form 5500 Schedule A filings.
162 employer contracts on file name SURENCY LIFE AND HEALTH 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
SURENCY LIFE AND HEALTH writes 162 insured contracts for 132 employers, across 8 states, led by KS, MO, TX.
Vision is the largest line (156 contracts), followed by dental (1).
IMA, INC. is the broker of record on the most contracts (19, about 12%); LOCKTON COMPANIES, LLC, USI INSURANCE SERVICES LLC, BUKATY COMPANIES follow.
Renewals concentrate on January 1: 65% 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.
- IMA, INC.3 offices on this carrier19
- LOCKTON COMPANIES, LLC3 offices on this carrier12
- USI INSURANCE SERVICES LLC2 offices on this carrier10
- BUKATY COMPANIES3 offices on this carrier7
- GALLAGHER BENEFIT SERVICES, INC5
- ROBERT E. MILLER INSURANCE AGENCY5
Counted by each employer's own state. Largest first.
Contracts by line.
vision 156 · dental 1
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 SURENCY LIFE AND HEALTH
| Employer | Location | Broker | Renews |
|---|---|---|---|
| BURNS & MCDONNELL, INC. | KANSAS CITY, MO | — | Jan 1FY2025 |
| GARMIN INTERNATIONAL, INC. | OLATHE, KS | HOLMES, MURPHY AND ASSOCIATES, LLC | Jan 1FY2025 |
| STORMONT-VAIL HEALTHCARE INC | TOPEKA, KS | LOCKTON COMPANIES, LLC | Jan 1FY2025 |
| HALLMARK CARDS, INC. | KANSAS CITY, MO | — | Jan 1FY2024 |
| MURPHY-HOFFMAN COMPANY | LEAWOOD, KS | BUKATY COMPANIES | Jan 1FY2024 |
more employers with plans through SURENCY LIFE AND HEALTH
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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