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Benefits brokerage · 7 offices

EMERSON RODGERS LLC

EMERSON RODGERS LLC is named as the broker of record on 31 insurance contracts across its 7 offices in public Form 5500 Schedule A filings.

Offices
7
Contracts
31
Carriers
19

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.

Book profile

EMERSON RODGERS LLC brokers 31 insured contracts for 21 employers, across 11 states, led by PA, AZ, NJ.

Dental is the largest line (11 contracts), followed by vision (11), life (11), disability (11).

LIFE INSURANCE COMPANY OF NORTH AMERICA writes the most contracts in the book (4, about 13%); METROPOLITAN LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY, HIGHMARK INC. follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 35% 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.

dental 11 · vision 11 · life 11 · disability 11 · health 6

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
JEWISH COMMUNITY HEALTH PLANPITTSBURGH, PAHARRISBURG, PAUPMC HEALTH OPTIONSJul 1FY2025
BARRETT FINANCIAL GROUP, LLCCHANDLER, AZPHOENIX, AZUNITEDHEALTHCARE INSURANCE COMPANYMar 1FY2026
BRIDGES HOSPICEMONROEVILLE, PAHARRISBURG, PAUPMC HEALTH BENEFITSDec 1FY2024
PALLET MANAGEMENT SERVICES LLCPHOENIX, AZBLUE BELL, PABLUE CROSS BLUE SHIELD OF ARIZONAJan 2FY2026
JOHN SAVOY & SON, INC.MONTOURSVILLE, PANEW YORK, NYNIPPON LIFE INSURANCE COMPANY OF AMERICAJun 1FY2025
Subscriber access
16

more employers in EMERSON RODGERS LLC'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 2024–2026 on this page)