form5500lookup

Benefits brokerage · 3 offices

ALTERITY BROKER SOLUTIONS, INC.

ALTERITY BROKER SOLUTIONS, INC. is named as the broker of record on 136 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.

Offices
3
Contracts
136
Carriers
18

Offices

Largest book first.

A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.

CityStateContracts
SCOTTSDALEAZ102
No city on file—33
COVINACA1

Book profile

ALTERITY BROKER SOLUTIONS, INC. brokers 136 insured contracts for 120 employers, across 23 states, led by CA, IN, MD.

Disability is the largest line (95 contracts), followed by life (88), dental (77), vision (74).

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (97, about 71%); PRINCIPAL LIFE INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY, RELIASTAR LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 72% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

disability 95 · life 88 · dental 77 · vision 74 · health 14

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

Clients on file

EmployerLocationOfficeCarrierRenews
NATERA, INC.AUSTIN, TXSCOTTSDALE, AZTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAJan 1FY2024
LEGGETT & PLATT, INCORPORATEDCARTHAGE, MOSCOTTSDALE, AZRELIASTAR LIFE INSURANCE COMPANYJan 1FY2025
RIPPLING PEO 1, INC.SAN FRANCISCO, CASCOTTSDALE, AZTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAJan 1FY2024
9 DOT EDUCATION SOLUTIONS GROUP INSURANCE ARRANGEMENTPASADENA, CANo city on fileTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAMar 1FY2025
PRESIDIO, LLCRESTON, VASCOTTSDALE, AZTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAAug 1FY2025
Subscriber access
115

more employers in ALTERITY BROKER SOLUTIONS, INC.'s book

See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar 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)