Benefits brokerage · 4 offices
AVANTAX INSURANCE AGENCY LLC
AVANTAX INSURANCE AGENCY LLC is named as the broker of record on 26 insurance contracts across its 4 offices in public Form 5500 Schedule A filings.
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.
| City | State | Contracts |
|---|---|---|
| DALLAS | TX | 13 |
| IRVING | TX | 7 |
| COPPELL | TN | 5 |
| No city on file | — | 1 |
Book profile
AVANTAX INSURANCE AGENCY LLC brokers 26 insured contracts for 24 employers, across 14 states, led by NJ, LA, OH.
JOHN HANCOCK LIFE INSURANCE COMPANY writes the most contracts in the book (9, about 35%); VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY, PRINCIPAL LIFE INSURANCE COMPANY, 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 in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| UNITED AUDIT SYSTEMS INC. | CINCINNATI, OH | IRVING, TX | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| BRUNS CONSTRUCTION ENTERPRISES, INC | SAINT HENRY, OH | DALLAS, TX | JOHN HANCOCK LIFE INSURANCE COMPANY | Jan 1FY2024 |
| VERNOR MATERIAL & EQUIPMENT COMPANY, INC. | FREEPORT, TX | DALLAS, TX | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| PRINCIPAL LIFE INSURANCE COMPANY | DES MOINES, IA | IRVING, TX | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| FIRST NATIONAL BANCORP, INC. | MISSOULA, MT | DALLAS, TX | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
more employers in AVANTAX INSURANCE AGENCY LLC'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 year 2024 on this page)