Benefits brokerage · 3 offices
DKG INSURANCE & FINANCIAL SVCS, INC
DKG INSURANCE & FINANCIAL SVCS, INC is named as the broker of record on 7 insurance contracts across its 3 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 |
|---|---|---|
| DALLAS | TX | 4 |
| WHITE PLAINS | NY | 2 |
| WEST HARRISON | NY | 1 |
Book profile
DKG INSURANCE & FINANCIAL SVCS, INC brokers 7 insured contracts for 4 employers, across 3 states, led by NY, CA, PA.
Health is the largest line (5 contracts), followed by dental (2), vision (2), life (1).
UNITEDHEALTHCARE INSURANCE COMPANY writes the most contracts in the book (4, about 57%); AETNA HEALTH, INC., AETNA LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC. follow.
Renewals are spread through the year; July 1 renewals (policy year ends June) are the largest group, at 43% 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 5 · dental 2 · vision 2 · 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 |
|---|---|---|---|---|
| FAMILY SERVICES OF WESTCHESTER, INC. | PURCHASE, NY | WHITE PLAINS, NY | UNITEDHEALTHCARE INSURANCE COMPANY | Jul 1FY2025 |
| QTC COMMERCIAL SERVICES, LLC | MALVERN, PA | DALLAS, TX | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| GARDEN COMMUNITIES | SAN DIEGO, CA | DALLAS, TX | AETNA HEALTH, INC. | Dec 1FY2024 |
| GARDEN COMMUNITIES | SAN DIEGO, CA | DALLAS, TX | AETNA LIFE INSURANCE COMPANY | Dec 1FY2024 |
| THE AMERICAN MUSICAL AND DRAMATIC ACADEMY | NEW YORK, NY | DALLAS, TX | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2025 |
more contracts in DKG INSURANCE & FINANCIAL SVCS, INC'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)