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Benefits brokerage · 2 offices

AP BENEFIT ADVIORS LLC

AP BENEFIT ADVIORS LLC is named as the broker of record on 4 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
4
Carriers
4

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
HUNT VALLEYMD3
CONSHOHOCKENPA1

Book profile

AP BENEFIT ADVIORS LLC brokers 4 insured contracts for 4 employers, across 4 states, led by FL, SC, TN.

Life is the largest line (3 contracts), followed by vision (2), dental (1), disability (1).

LIFE INSURANCE COMPANY OF NORTH AMERICA writes the most contracts in the book (1, about 25%); NATIONAL GUARDIAN LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 75% 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.

life 3 · vision 2 · dental 1 · disability 1

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
MEDICOPY SERVICES, INC.NASHVILLE, TNCONSHOHOCKEN, PANATIONAL GUARDIAN LIFE INSURANCE COMPANYJan 1FY2023
AMERICAN ASSOCIATION OF MOTOR VEHICLE ADMINISTRATORSARLINGTON, VAHUNT VALLEY, MDLIFE INSURANCE COMPANY OF NORTH AMERICAOct 1FY2025
EASTERN INDUSTRIAL SUPPLIES, INC.GREENVILLE, SCHUNT VALLEY, MDTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
MICROFLEX, INC.ORMOND BEACH, FLHUNT VALLEY, MDTHE LINCOLN NATIONAL LIFE INSURANCE COMPANYJan 1FY2025

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)