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Benefits brokerage · 2 offices

CONDUENT SECURITIES, LLC

CONDUENT SECURITIES, LLC is named as the broker of record on 10 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
10
Carriers
5

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
NEW YORKNY8
FLORHAM PARKNJ2

Book profile

CONDUENT SECURITIES, LLC brokers 10 insured contracts for 3 employers, across 3 states, led by MD, PA, WI.

Health is the largest line (5 contracts), followed by life (2).

AMERICAN HERITAGE LIFE INSURANCE COMPANY writes the most contracts in the book (4, about 40%); KAISER FOUNDATION HEALTH PLAN, INC., RELIASTAR LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. 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 by employer state

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

StateContracts
Lines of coverage

Contracts by line.

health 5 · life 2

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
LOCKHEED MARTIN CORPORATIONBETHESDA, MDNEW YORK, NYKAISER FOUNDATION HEALTH PLAN, INC.Jan 1FY2024
LOCKHEED MARTIN CORPORATIONBETHESDA, MDNEW YORK, NYAMERICAN HERITAGE LIFE INSURANCE COMPANYJan 1FY2024
LOCKHEED MARTIN CORPORATIONBETHESDA, MDNEW YORK, NYKAISER FOUNDATION HEALTH PLAN, INC.Jan 1FY2024
LOCKHEED MARTIN CORPORATIONBETHESDA, MDNEW YORK, NYAMERICAN HERITAGE LIFE INSURANCE COMPANYJan 1FY2024
LOCKHEED MARTIN CORPORATIONBETHESDA, MDNEW YORK, NYAMERICAN HERITAGE LIFE INSURANCE COMPANYJan 1FY2024
Subscriber access
2

more employers in CONDUENT SECURITIES, 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 year 2024 on this page)