Benefits brokerage · 2 offices
CRISP AN ALERA GROUP INS AGY LLC
CRISP AN ALERA GROUP INS AGY LLC is named as the broker of record on 3 insurance contracts across its 2 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 |
|---|---|---|
| BRANCHBURG | NJ | 2 |
| SOMERVILLE | NJ | 1 |
Book profile
CRISP AN ALERA GROUP INS AGY LLC brokers 3 insured contracts for 2 employers, across 2 states, led by NJ, IL.
Health is the largest line (3 contracts), followed by dental (2), vision (1).
CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the most contracts in the book (3, about 100%).
Renewals are spread through the year; February 1 renewals (policy year ends January) are the largest group, at 33% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
health 3 · dental 2 · vision 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| SUMMIT ADVISOR SERVICES LLC | PARSIPPANY, NJ | SOMERVILLE, NJ | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Feb 1FY2025 |
| SUMMIT ADVISOR SERVICES LLC | PARSIPPANY, NJ | BRANCHBURG, NJ | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Apr 1FY2024 |
| ARROW GEAR LLC | DOWNERS GROVE, IL | BRANCHBURG, NJ | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
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)