Benefits brokerage · 2 offices
BENEFIT WORKS LLC
BENEFIT WORKS LLC is named as the broker of record on 7 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.
Offices
Book profile
BENEFIT WORKS LLC brokers 7 insured contracts for 3 employers, all in Wisconsin.
Health is the largest line (2 contracts), followed by vision (1), life (1), disability (1).
BLUE CROSS & BLUE SHIELD OF WISCONSIN (BCBSW) writes the most contracts in the book (1, about 14%); COMPCARE HEALTH SERVICES INSURANCE CORPORATION, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, HCC LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 86% 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 2 · vision 1 · life 1 · disability 1 · 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 |
|---|---|---|---|---|
| STRAND ASSOCIATES, INC. | MADISON, WI | MIDDLETON, WI | BLUE CROSS & BLUE SHIELD OF WISCONSIN (BCBSW) | Jan 1FY2025 |
| STRAND ASSOCIATES, INC. | MADISON, WI | MIDDLETON, WI | COMPCARE HEALTH SERVICES INSURANCE CORPORATION | Jan 1FY2025 |
| ELECTRIC COALITION OF WISCONSIN | OAKDALE, WI | MADISON, WI | HCC LIFE INSURANCE COMPANY | Sep 1FY2025 |
| STRAND ASSOCIATES, INC. | MADISON, WI | MIDDLETON, WI | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| STRAND ASSOCIATES, INC. | MADISON, WI | MIDDLETON, WI | UNUM LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
more employer in BENEFIT WORKS 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 2025 on this page)