form5500lookup

Benefits brokerage · 3 offices

AUXIANT

AUXIANT is named as the broker of record on 41 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.

Offices
3
Contracts
41
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
MADISONWI24
CEDAR RAPIDSIA14
MILWAUKEEWI3

Book profile

AUXIANT brokers 41 insured contracts for 40 employers, across 12 states, led by WI, IN, NE.

Stop-loss is the largest line (32 contracts), followed by health (18), dental (1), disability (1).

HCC LIFE INSURANCE COMPANY writes the most contracts in the book (9, about 22%); PAN-AMERICAN LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA, STANDARD LIFE AND ACCIDENT INSURANCE COMPANY follow.

Renewals concentrate on January 1: 76% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

stop-loss 32 · health 18 · 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
SANTIAM MEMORIAL HOSPITALSTAYTON, ORCEDAR RAPIDS, IASUN LIFE ASSURANCE COMPANY OF CANADAJan 1FY2025
POMPS TIRE SERVICE INCGREEN BAY, WIMADISON, WISUN LIFE ASSURANCE COMPANY OF CANADAJan 1FY2025
REEDSBURG AREA MEDICAL CENTER, INC.REEDSBURG, WIMADISON, WIQBE INSURANCEJan 1FY2025
STERLING MANAGEMENT, LTD.MISHAWAKA, INCEDAR RAPIDS, IAHCC LIFE INSURANCE COMPANYJan 1FY2024
TWEET/GAROT MECHANICAL, INC.DE PERE, WIMADISON, WIHCC LIFE INSURANCE COMPANYJan 1FY2025
Subscriber access
35

more employers in AUXIANT'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)