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Benefits brokerage · 5 offices

CROSS BENEFIT SOLUTIONS

CROSS BENEFIT SOLUTIONS is named as the broker of record on 250 insurance contracts across its 5 offices in public Form 5500 Schedule A filings.

Offices
5
Contracts
250
Carriers
46

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
AUGUSTAME175
BANGORME37
PORTLANDME34
MANCHESTERME3
WELLESLEYMA3

Book profile

CROSS BENEFIT SOLUTIONS brokers 250 insured contracts for 124 employers, across 10 states, led by ME, NH, MA.

Disability is the largest line (84 contracts), followed by life (83), health (68), vision (68).

STANDARD INSURANCE COMPANY writes the most contracts in the book (31, about 12%); UNITED OF OMAHA LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY, HARVARD PILGRIM HEALTH CARE follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 48% of the dated welfare contracts.

Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

disability 84 · life 83 · health 68 · vision 68 · dental 62

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
MAINE EDUCATION ASSOCIATIONAUGUSTA, MEPORTLAND, MEANTHEM HEALTH PLANS OF MAINE, INC.Jul 1FY2025
PORTSMOUTH CORPORATE FINANCIAL SERVICES, INCPORTSMOUTH, NHPORTLAND, MEANTHEM HEALTH PLANS OF NEW HAMPSHIRE, INC.Dec 1FY2025
RIGHTWORKS, LLCNASHUA, NHPORTLAND, MEANTHEM HEALTH PLANS OF NEW HAMPSHIRE, INC.Jan 1FY2025
MAINE EMPLOYERS MUTUAL INSURANCE COMPANYPORTLAND, MEAUGUSTA, MEAETNA LIFE INSURANCE COMPANYJan 1FY2025
SPECTRUM HEALTHCARE PARTNERS, P.A.SOUTH PORTLAND, MEPORTLAND, MEANTHEM HEALTH PLANS OF MAINE, INC.Jan 1FY2025
Subscriber access
119

more employers in CROSS BENEFIT SOLUTIONS'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 2025 on this page)