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Benefits brokerage · 2 offices

BROWN & BROWN OF PENNSYLVANIA, LP

BROWN & BROWN OF PENNSYLVANIA, LP is named as the broker of record on 44 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
44
Carriers
16

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.

CityStateContracts
CONSHOHOCKENPA43
DAYTONA BEACHFL1

Book profile

BROWN & BROWN OF PENNSYLVANIA, LP brokers 44 insured contracts for 25 employers, across 4 states, led by PA, CO, CA.

Vision is the largest line (15 contracts), followed by health (7), dental (7), life (7).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (8, about 18%); CAPITAL ADVANTAGE ASSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA, NATIONAL VISION ADMINISTRATORS, LLC follow.

Renewals concentrate on January 1: 55% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

vision 15 · health 7 · dental 7 · life 7 · disability 6 · stop-loss 1

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationOfficeCarrierRenews
COMMUNITY DEVELOPMENT INSTITUTE HEAD STARTDENVER, COCONSHOHOCKEN, PAROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE, INC.Jul 1FY2025
COMMUNITY DEVELOPMENT INSTITUTEDENVER, COCONSHOHOCKEN, PAROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE, INC.Jul 1FY2025
SERVICE 1ST FEDERAL CREDIT UNIONDANVILLE, PACONSHOHOCKEN, PACAPITAL ADVANTAGE ASSURANCE COMPANYJan 1FY2025
NORITZ AMERICA CORPORATIONFOUNTAIN VALLEY, CACONSHOHOCKEN, PACIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
APPALACHIA TECHNOLOGIES, LLCMECHANICSBURG, PACONSHOHOCKEN, PACAPITAL ADVANTAGE ASSURANCE COMPANYJan 1FY2025
Subscriber access
20

more employers in BROWN & BROWN OF PENNSYLVANIA, LP'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)