Benefits brokerage · 3 offices
CUSTOM BENEFITS PROGRAMS INC AN AON
CUSTOM BENEFITS PROGRAMS INC AN AON is named as the broker of record on 5 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.
Offices
Book profile
CUSTOM BENEFITS PROGRAMS INC AN AON brokers 5 insured contracts for 4 employers, across 3 states, led by CA, PA, MA.
The book is entirely life coverage.
AMERICAN HERITAGE LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 20%); CIGNA HEALTH AND LIFE INSURANCE COMPANY, METLIFE LEGAL PLANS, UNUM INSURANCE COMPANY 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 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 |
|---|---|---|---|---|
| MOTIVE TECHNOLOGIES, INC. | SAN FRANCISCO, CA | HAMMONTON, NJ | UNUM INSURANCE COMPANY | Jan 1FY2024 |
| AHF, LLC DBA AHF PRODUCTS | MOUNTVILLE, PA | SOMERSET, NJ | AMERICAN HERITAGE LIFE INSURANCE COMPANY | Jan 1FY2025 |
| AHF, LLC DBA AHF PRODUCTS | MOUNTVILLE, PA | BOSTON, MA | METLIFE LEGAL PLANS | Jan 1FY2025 |
| DATAROBOT, INC. | BOSTON, MA | HAMMONTON, NJ | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
| ARAKELIAN ENTERPRISES, INC. | CITY OF INDUSTRY, CA | HAMMONTON, NJ | UNUM LIFE INSURANCE COMPANY OF AMERICA | Jul 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)