Benefits brokerage · 2 offices
BENEFIT MANAGEMENT
BENEFIT MANAGEMENT is named as the broker of record on 5 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.
Offices
Book profile
BENEFIT MANAGEMENT brokers 5 insured contracts for 5 employers, across 2 states, led by NE, OK.
Health is the largest line (4 contracts), followed by disability (4), dental (3), vision (3).
PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (3, about 60%); EVEREST REINSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA follow.
Renewals concentrate on January 1: 100% 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.
health 4 · disability 4 · dental 3 · vision 3 · life 3 · stop-loss 1
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 |
|---|---|---|---|---|
| COMMONWEALTH HOLDINGS, INC. | LINCOLN, NE | LINCOLN, NE | PRINCIPAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| QUALITY BRANDS DISTRIBUTION, LLC | OMAHA, NE | LINCOLN, NE | PRINCIPAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| COMMONWEALTH HOLDINGS, INC. | LINCOLN, NE | LINCOLN, NE | PRINCIPAL LIFE INSURANCE COMPANY | Jan 1FY2024 |
| THE FIRST NATIONAL BANK AND TRUST COMPANY | MIAMI, OK | JOPLIN, MO | EVEREST REINSURANCE COMPANY | Jan 1FY2024 |
| LUTZ & COMPANY, P.C. | OMAHA, NE | LINCOLN, NE | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 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 2024–2025 on this page)