Benefits brokerage · 7 offices
BENEFIT SOURCE INC
BENEFIT SOURCE INC is named as the broker of record on 40 insurance contracts across its 7 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 |
|---|---|---|
| JOHNSTON | IA | 16 |
| WEST DES MOINES | IA | 9 |
| BEACHWOOD | OH | 7 |
| MONTGOMERY | AL | 4 |
| No city on file | — | 2 |
| ALBUQUERQUE | NM | 1 |
| IRVING | TX | 1 |
Book profile
BENEFIT SOURCE INC brokers 40 insured contracts for 19 employers, across 5 states, led by IA, OH, AL.
Life is the largest line (20 contracts), followed by disability (12), vision (11), dental (8).
UNITEDHEALTHCARE INSURANCE COMPANY writes the most contracts in the book (7, about 18%); FIDELITY SECURITY LIFE INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY, TRUSTMARK 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.
life 20 · disability 12 · vision 11 · dental 8 · health 7
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
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| EAGLERIDGE ENERGY, LLC | DALLAS, TX | No city on file | BLUECROSS BLUESHIELD OF TEXAS | Dec 1FY2025 |
| BEST VETERINARY SOLUTIONS, INC. | ELLSWORTH, IA | WEST DES MOINES, IA | WELLMARK BLUE CROSS OF IOWA | Jan 1FY2025 |
| OAKLAND NURSERY, INC. | COLUMBUS, OH | BEACHWOOD, OH | UNITEDHEALTHCARE INSURANCE COMPANY | Feb 29FY2024 |
| RICKS RANCHWEAR, INC. | CANFIELD, OH | BEACHWOOD, OH | UNITEDHEALTHCARE INSURANCE COMPANY | Mar 1FY2026 |
| HY-LINE INTERNATIONAL | WEST DES MOINES, IA | JOHNSTON, IA | UNUM LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2024 |
more employers in BENEFIT SOURCE 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 2024–2026 on this page)