Benefits brokerage · 8 offices
CADARET GRANT & CO INC
CADARET GRANT & CO INC is named as the broker of record on 32 insurance contracts across its 8 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 |
|---|---|---|
| SYRACUSE | NY | 24 |
| HAMBURG | NY | 2 |
| BUFFALO | NY | 1 |
| CEDAR KNOLLS | NJ | 1 |
| ELMIRA | NY | 1 |
| MT. ARLINGTON | NJ | 1 |
| ROME | NY | 1 |
| WILLIAMSVILLE | NY | 1 |
Book profile
CADARET GRANT & CO INC brokers 32 insured contracts for 31 employers, across 9 states, led by NY, MI, NJ.
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY writes the most contracts in the book (9, about 28%); PRINCIPAL LIFE INSURANCE COMPANY, TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY, JOHN HANCOCK LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 83% 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.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| OCAB, INC. COMMUNITY ACTION AGENCY | ORANGEBURG, SC | SYRACUSE, NY | NATIONWIDE LIFE INSURANCE COMPANYAnnuity / GIC | —FY2023 |
| JASPAN SCHLESINGER NARENDRAN LLP | GARDEN CITY, NY | SYRACUSE, NY | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2024 |
| HEARTH MANAGEMENT, LLC | BINGHAMTON, NY | SYRACUSE, NY | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2024 |
| BROTHERS OF MERCY NURSING HOME COMPANY, INC. DBA BROTHERS OF MERCY NUR | CLARENCE, NY | SYRACUSE, NY | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2024 |
| WEB RUNNERS, INC. DBA W3R CONSULTING | SOUTHFIELD, MI | SYRACUSE, NY | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2023 |
more employers in CADARET GRANT & CO 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 2023–2024 on this page)