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Benefits brokerage · 2 offices

EMS FINANCIAL SERVICES, LLC

EMS FINANCIAL SERVICES, LLC is named as the broker of record on 20 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
20
Carriers
10

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
WILLIAMSVILLENY18
CLARENCENY2

Book profile

EMS FINANCIAL SERVICES, LLC brokers 20 insured contracts for 12 employers, all in New York.

Health is the largest line (7 contracts), followed by disability (6), life (5), vision (3).

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY writes the most contracts in the book (5, about 25%); METROPOLITAN LIFE INSURANCE COMPANY, FIRST UNUM LIFE INSURANCE COMPANY, HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC. follow.

Renewals concentrate on January 1: 70% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

health 7 · disability 6 · life 5 · vision 3 · dental 2

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
THE BUSINESS COUNCIL OF NEW YORK STATE, INC. INSURANCE FUNDALBANY, NYWILLIAMSVILLE, NYAMERITAS LIFE INSURANCE CORP. OF NEW YORKJan 1FY2024
THE BUSINESS COUNCIL OF NEW YORK STATE, INC. INSURANCE FUNDALBANY, NYWILLIAMSVILLE, NYEQUITABLE FINANCIAL LIFE INSURANCE COMPANYJan 1FY2024
THE BUSINESS COUNCIL OF NEW YORK STATE, INC. INSURANCE FUNDALBANY, NYWILLIAMSVILLE, NYEQUITABLE FINANCIAL LIFE INSURANCE COMPANYJan 1FY2024
THE SUMMIT CENTER INC.GETZVILLE, NYWILLIAMSVILLE, NYINDEPENDENT HEALTHJan 1FY2025
THE BUSINESS COUNCIL OF NEW YORK STATE, INC. INSURANCE FUNDALBANY, NYWILLIAMSVILLE, NYEQUITABLE FINANCIAL LIFE INSURANCE COMPANYJan 1FY2024
Subscriber access
10

more employers in EMS FINANCIAL SERVICES, LLC's book

See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

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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)