Benefits brokerage · 14 offices
CAMBRIDGE INVESTMENT RESEARCH, INC.
CAMBRIDGE INVESTMENT RESEARCH, INC. is named as the broker of record on 49 insurance contracts across its 14 offices in public Form 5500 Schedule A filings.
Offices
The 12 offices with the largest books, largest first. The other 2 are in the list below.
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 |
|---|---|---|
| FAIRFIELD | IA | 27 |
| No city on file | — | 4 |
| SAN DIEGO | CA | 3 |
| ST SIMONS ISLAND | GA | 3 |
| IRVINE | CA | 2 |
| MELVILLE | NY | 2 |
| SACRAMENTO | CA | 2 |
| ADA | MI | 1 |
| ATHENS | TN | 1 |
| EDMOND | OK | 1 |
| FARIFIELD | IA | 1 |
| LEESBURG | FL | 1 |
| MEADVILLE | PA | 1 |
| TRACY | CA | 1 |
All 14 offices
Every office that files under the CAMBRIDGE INVESTMENT RESEARCH, INC. name, largest book first.
Book profile
CAMBRIDGE INVESTMENT RESEARCH, INC. brokers 49 insured contracts for 46 employers, across 24 states, led by CA, GA, NY.
JOHN HANCOCK LIFE INSURANCE COMPANY writes the most contracts in the book (13, about 27%); EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA, NATIONWIDE LIFE INSURANCE COMPANY, TALCOTT RESOLUTION LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 100% 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.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| HOBBS IRON & METAL CO., INC. | HOBBS, NM | FAIRFIELD, IA | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| TELUS AGRICULTURE HOLDINGS (US) INC. | STATE COLLEGE, PA | FAIRFIELD, IA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| HELIO HEALTH, INC. | SYRACUSE, NY | FAIRFIELD, IA | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| LESON CHEVROLET COMPANY, INC. | HARVEY, LA | FAIRFIELD, IA | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| ACCESSCNY, INC. | SYRACUSE, NY | FAIRFIELD, IA | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
more employers in CAMBRIDGE INVESTMENT RESEARCH, 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 year 2024 on this page)