form5500lookup

Benefits brokerage · 4 offices

CARAVUS LLC

CARAVUS LLC is named as the broker of record on 98 insurance contracts across its 4 offices in public Form 5500 Schedule A filings.

Offices
4
Contracts
98
Carriers
21

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
SAINT LOUISMO39
ST. LOUISMO34
CLAYTONMO23
No city on file—2

Book profile

CARAVUS LLC brokers 98 insured contracts for 45 employers, across 3 states, led by MO, IL, NY.

Health is the largest line (36 contracts), followed by disability (35), life (34), vision (28).

UNITEDHEALTHCARE INSURANCE COMPANY writes the most contracts in the book (16, about 16%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITED OF OMAHA LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 78% 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.

health 36 · disability 35 · life 34 · vision 28 · dental 27 · 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
FOCUS PARTNERS WEALTH, LLCNEW YORK, NYCLAYTON, MOUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
TRUSTEES OF RESTAURANT & HOSPITALITY ASSOCIATION BENEFIT TRCHICAGO, ILSAINT LOUIS, MOUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2024
BUCKINGHAM ASSET MANAGEMENT, LLCST. LOUIS, MOST. LOUIS, MOUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2024
ORAL SURGERY PARTNERS MSO LLCCHESTERFIELD, MOSAINT LOUIS, MOHEALTHY ALLIANCE LIFE INSURANCE COMPANYJan 1FY2024
EXECUTIVE PERSONAL COMPUTERS, INC.SAINT CHARLES, MOCLAYTON, MOUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
Subscriber access
40

more employers in CARAVUS 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)