Benefits brokerage · 9 offices
BENEFIT ADVISORS SERVICES GROUP
BENEFIT ADVISORS SERVICES GROUP is named as the broker of record on 247 insurance contracts across its 9 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 |
|---|---|---|
| PITTSBURGH | PA | 123 |
| ALPHARETTA | GA | 70 |
| SAN DIEGO | CA | 48 |
| DETROIT | MI | 3 |
| No city on file | — | 1 |
| ATLANTA | GA | 1 |
| PURCHASE | NY | 1 |
| ROCKVILLE | MD | 1 |
| TOMS RIVER | NJ | 1 |
Book profile
BENEFIT ADVISORS SERVICES GROUP brokers 247 insured contracts for 66 employers, across 23 states, led by PA, FL, TX.
Disability is the largest line (126 contracts), followed by life (109), stop-loss (20), dental (8).
LIFE INSURANCE COMPANY OF NORTH AMERICA writes the most contracts in the book (80, about 32%); UNUM LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 78% 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.
Contracts by line.
disability 126 · life 109 · stop-loss 20 · dental 8 · vision 4 · health 3
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| SAGEWELL HEALTHCARE BENEFITS TRUST | PITTSBURGH, PA | ALPHARETTA, GA | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 1FY2025 |
| SAGEWELL HEALTHCARE BENEFITS TRUST | PITTSBURGH, PA | PITTSBURGH, PA | LIFE INSURANCE COMPANY OF NORTH AMERICA | Jan 1FY2025 |
| SAGEWELL HEALTHCARE BENEFITS TRUST | PITTSBURGH, PA | PITTSBURGH, PA | PRUDENTIAL INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| SAGEWELL HEALTHCARE BENEFITS TRUST | PITTSBURGH, PA | PITTSBURGH, PA | PRUDENTIAL INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| SAGEWELL HEALTHCARE BENEFITS TRUST | PITTSBURGH, PA | ALPHARETTA, GA | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 1FY2025 |
more employers in BENEFIT ADVISORS SERVICES GROUP'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 2025 on this page)