Benefits brokerage · 4 offices
CORPORATE PLANS LLC
CORPORATE PLANS LLC is named as the broker of record on 140 insurance contracts across its 4 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 |
|---|---|---|
| HIGHLAND HILLS | OH | 86 |
| BEACHWOOD | OH | 31 |
| SOLON | OH | 27 |
| HIGHLAND HLS | OH | 1 |
Book profile
CORPORATE PLANS LLC brokers 140 insured contracts for 60 employers, across 4 states, led by OH, KY, MA.
Life is the largest line (41 contracts), followed by disability (41), vision (32), dental (31).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (23, about 16%); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, MEDICAL MUTUAL OF OHIO, MEDICAL MUTUAL follow.
Renewals concentrate on January 1: 80% 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.
Contracts by line.
life 41 · disability 41 · vision 32 · dental 31 · health 30 · stop-loss 8
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
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- N
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| RANPAK CORP | CONCORD TOWNSHIP, OH | HIGHLAND HILLS, OH | MEDICAL MUTUAL | Jan 1FY2025 |
| FASTENER INDUSTRIES, INC. | BEREA, OH | HIGHLAND HILLS, OH | MEDICAL MUTUAL OF OHIO | Jan 1FY2024 |
| NORMAN NOBLE, INC. | HIGHLAND HEIGHTS, OH | HIGHLAND HILLS, OH | MEDICAL MUTUAL | Jan 1FY2025 |
| BOARD OF TRUSTEES OF DEALERS-UNIONS INSURANCE FUND | BROADVIEW HEIGHTS, OH | HIGHLAND HILLS, OH | MEDICAL MUTUAL OF OHIO | Nov 1FY2025 |
| SHARED SERVICES, LLC | CINCINNATI, OH | SOLON, OH | COMMUNITY INSURANCE COMPANY | Jun 1FY2025 |
more employers in CORPORATE PLANS 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)