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Benefits brokerage · 3 offices

CETERA ADVISOR NETWORKS INSURANCE S

CETERA ADVISOR NETWORKS INSURANCE S is named as the broker of record on 32 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.

Offices
3
Contracts
32
Carriers
3

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
EL SEGUNDOCA28
KNOXVILLETN3
No city on file—1

Book profile

CETERA ADVISOR NETWORKS INSURANCE S brokers 32 insured contracts for 25 employers, across 16 states, led by IA, GA, NC.

PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (26, about 81%); VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY, JOHN HANCOCK LIFE INSURANCE COMPANY follow.

Renewals concentrate on September 1: 50% of the dated welfare contracts have policy years ending in August, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

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

StateContracts
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
PRINCIPAL LIFE INSURANCE COMPANYDES MOINES, IAEL SEGUNDO, CAPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
FRESNO SURGICAL CENTER, LP DBA FRESNO SURGICAL HOSPITALFRESNO, CANo city on fileJOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC—FY2023
GAS EXPRESS, LLCATLANTA, GAEL SEGUNDO, CAPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
DNP IMAGINGCOMM AMERICA CORPORATIONCONCORD, NCEL SEGUNDO, CAPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
HEATON DAINARD, LLCBELLEVUE, WAEL SEGUNDO, CAPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
Subscriber access
20

more employers in CETERA ADVISOR NETWORKS INSURANCE S'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)