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Benefits brokerage · 4 offices

CREATIVE BENEFIT SOLUTIONS LLC

CREATIVE BENEFIT SOLUTIONS LLC is named as the broker of record on 9 insurance contracts across its 4 offices in public Form 5500 Schedule A filings.

Offices
4
Contracts
9
Carriers
8

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
WARSAWIN4
TROYMI3
No city on file—1
NEWTOWN SQUAREPA1

Book profile

CREATIVE BENEFIT SOLUTIONS LLC brokers 9 insured contracts for 7 employers, across 6 states, led by IN, AL, KY.

Vision is the largest line (4 contracts), followed by life (3), health (2), dental (2).

COMMUNITY INSURANCE COMPANY writes the most contracts in the book (2, about 22%); ANTHEM INSURANCE COMPANIES, INC., CIGNA HEALTH AND LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY follow.

Renewals concentrate on January 1: 67% 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.

vision 4 · life 3 · health 2 · dental 2 · disability 2 · stop-loss 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
SHEPHERD INSURANCELOUISVILLE, KYWARSAW, INANTHEM INSURANCE COMPANIES, INC.Jan 1FY2025
LEE BRASS FOUNDRY, LLCANNISTON, ALTROY, MICOMMUNITY INSURANCE COMPANYJan 1FY2023
80/20, LLCCOLUMBIA CITY, INWARSAW, INCOLONIAL LIFE & ACCIDENT INSURANCE COMPANYJan 1FY2025
LEE BRASS FOUNDRY, LLCANNISTON, ALTROY, MICOMMUNITY INSURANCE COMPANYMar 5FY2023
NORTHEASTERN CENTER, INCKENDALLVILLE, INWARSAW, INSUN LIFE AND HEALTH INSURANCE COMPANYJul 1FY2025
Subscriber access
3

more employers in CREATIVE BENEFIT SOLUTIONS 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 2023–2025 on this page)