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Benefits brokerage · 5 offices

ASSURED PARTNERS CAPITAL, INC.

ASSURED PARTNERS CAPITAL, INC. is named as the broker of record on 6 insurance contracts across its 5 offices in public Form 5500 Schedule A filings.

Offices
5
Contracts
6
Carriers
6

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 VALLEYMD2
No city on file—1
LAKE MARYFL1
PHOENIXAZ1
VENTURACA1

Book profile

ASSURED PARTNERS CAPITAL, INC. brokers 6 insured contracts for 6 employers, across 6 states, led by AZ, CA, MO.

Vision is the largest line (3 contracts), followed by health (2), dental (1).

ADVANTICA INSURANCE COMPANY writes the most contracts in the book (1, about 17%); COMBINED INSURANCE COMPANY, HAWAII MEDICAL SERVICE ASSOCIATION, KAISER FOUNDATION HEALTH PLAN, INC. follow.

Renewals concentrate on January 1: 83% 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.

vision 3 · health 2 · dental 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
KNIGHT TRANSPORTATION, INCPHOENIX, AZPHOENIX, AZCOMBINED INSURANCE COMPANYJan 1FY2025
SOUTHERN AIRWAYS CORPORATIONADDISON, TXNo city on fileHAWAII MEDICAL SERVICE ASSOCIATIONJan 1FY2025
EKI ENVIRONMENT & WATER, INCDALY CITY, CAVENTURA, CAKAISER FOUNDATION HEALTH PLAN, INC.Jan 1FY2025
AMICK FARMS, LLCBATESBURG, SCHUNT VALLEY, MDLEGALPLANS, USAJun 1FY2025
H E WILLIAMS INCCARTHAGE, MOLAKE MARY, FLADVANTICA INSURANCE COMPANYJan 1FY2024
Subscriber access
1

more employer in ASSURED PARTNERS CAPITAL, 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)