Benefits brokerage · 2 offices
EDGEWOOD PARTNERS INS CE
EDGEWOOD PARTNERS INS CE is named as the broker of record on 4 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 |
|---|---|---|
| MELVILLE | NY | 3 |
| PEARL RIVER | NY | 1 |
Book profile
EDGEWOOD PARTNERS INS CE brokers 4 insured contracts for 3 employers, across 2 states, led by NY, NJ.
Life is the largest line (4 contracts), followed by disability (2), dental (1), vision (1).
FIRST UNUM LIFE INSURANCE COMPANY writes the most contracts in the book (3, about 75%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA follow.
Renewals concentrate on January 1: 75% 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 4 · disability 2 · dental 1 · 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 |
|---|---|---|---|---|
| TRADITION AMERICA HOLDINGS, INC. | NEW YORK, NY | MELVILLE, NY | FIRST UNUM LIFE INSURANCE COMPANY | Jan 1FY2024 |
| HEDGESERV CORPORATION | NEW YORK, NY | MELVILLE, NY | FIRST UNUM LIFE INSURANCE COMPANY | Jan 1FY2025 |
| TRADITION AMERICA HOLDINGS, INC. | NEW YORK, NY | MELVILLE, NY | FIRST UNUM LIFE INSURANCE COMPANY | Jan 1FY2024 |
| TLSS OPERATIONS HOLDING COMPANY, INC | MONTVALE, NJ | PEARL RIVER, NY | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 2FY2023 |
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)