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Insurance carrier

VALIC

VALIC appears on 15 employer benefit contracts in public Form 5500 Schedule A filings.

15 employer contracts on file name VALIC 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

VALIC writes 15 insured contracts for 15 employers, across 13 states, led by NC, OH, CA.

BRADLEY ROMEO is the broker of record on the most contracts (1, about 7%); NORMAN C.MERLET, STEPHEN CARRUTHERS, THOMAS A HEIDT follow.

Brokers of record

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.

BrokerContracts
  • BRADLEY ROMEO1
  • NORMAN C.MERLET1
  • STEPHEN CARRUTHERS1
  • THOMAS A HEIDT1
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Employers with plans through VALIC

EmployerLocationBrokerRenews
BROOKGREEN GARDENSPAWLEYS ISLAND, SC—Annuity / GIC—FY2024
RIVERSIDE MANAGEMENT SERVICES, INC.NEWPORT NEWS, VA—Annuity / GIC—FY2024
INDIANA UNIVERSITY FOUNDATIONBLOOMINGTON, INNORMAN C.MERLETAnnuity / GIC—FY2024
THE NORD CENTERLORAIN, OH—Annuity / GIC—FY2025
HAWKEN SCHOOLGATES MILLS, OH—Annuity / GIC—FY2024
Subscriber access
10

more employers with plans through VALIC

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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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