Benefits brokerage · 2 offices
C M SMITH AGENCY LLC
C M SMITH AGENCY LLC is named as the broker of record on 45 insurance contracts across its 2 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 |
|---|---|---|
| HARTFORD | CT | 44 |
| GLASTONBURY | CT | 1 |
Book profile
C M SMITH AGENCY LLC brokers 45 insured contracts for 15 employers, across 4 states, led by CT, IL, RI.
Life is the largest line (12 contracts), followed by health (10), disability (10), dental (9).
LIFE INSURANCE COMPANY OF NORTH AMERICA writes the most contracts in the book (7, about 16%); UNUM LIFE INSURANCE COMPANY OF AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY, DELTA DENTAL OF RHODE ISLAND follow.
Renewals concentrate on January 1: 87% 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 12 · health 10 · disability 10 · dental 9 · vision 3
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 |
|---|---|---|---|---|
| H. N. S. MANAGEMENT COMPANY INC. | HARTFORD, CT | GLASTONBURY, CT | CONNECTICARE, INC. | Apr 1FY2024 |
| HOLLISTER WHITNEY ELEVATOR CO. LLC | QUINCY, IL | HARTFORD, CT | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| KAMAN CORPORATION | BOOMFIELD, CT | HARTFORD, CT | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2025 |
| SENNHEISER ELECTRONIC CORPORATION | OLD LYME, CT | HARTFORD, CT | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| ALERA GROUP, INC. | DEERFIELD, IL | HARTFORD, CT | UNUM LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
more employers in C M SMITH AGENCY 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 years 2024–2025 on this page)